Financy Platform Instructions

Welcome to Financy, an AI-powered behavioral finance intelligence platform designed for financial firms and wealth managers. Financy enables a deep understanding of customers by detecting their behavioral biases and recommending appropriate financial products with accuracy and confidence.

Step 1

Welcome to Financy. This AI-powered platform assists financial firms and wealth managers in understanding customers' behavior. It helps detect behavioral biases and provides accurate financial product recommendations. We will begin on the Financy playground website.

Step 2

Begin by clicking on "Create your free account." Enter your basic business details, including your name, firm, email, and password. After submission, verify your email using the one-time password sent to your inbox.

Step 3

Once your account is verified, it is ready for use. Proceed to log in. As a first-time user, you will be prompted by Financy to upload your customer file.

Step 4

Upload your client data in CSV or Excel format. Upon uploading, you'll be presented with a quick preview of the file. You have the option to delete it or re-upload another file if necessary.

Step 5

By clicking continue, Financy’s AI will process your data to generate behavioral insights. To access these insights, an upgrade to a premium plan is required. Click "Upgrade to Premium" to view the available pricing options.

Step 6

Choose between the Pro plan and the Business plan, both available in monthly or yearly subscriptions. Purchase the Pro plan to gain access to advanced analytics. Now, explore the dashboard.

Step 7

The Customer Insight Dashboard offers a comprehensive overview of your customers, including the total customer count, top customer biases, largest customer segments, and major age groups. It also features the bias severity pyramid, showing customer distribution across behavioral biases, and provides quick statistics like bias coverage, segments, and age groups. This AI-generated information helps you gain a better understanding of your customers and make informed recommendations.

Step 8

Click on "Individual Scores" to search and view each customer you have uploaded. Selecting a customer reveals their detailed behavioral profile, AI-driven product recommendations, confidence scores, risk alignment, and product characteristics. You will also find a bias heatmap, the top eight biases radar chart, and individual bias scores.

Step 9

At the top, Financy provides personalized recommendations for each customer. Open the Bias Benchmark tab to compare behavioral patterns across your customer base.

Step 10

You can filter by scope, time window, metrics, segments, and biases to view insights through visual heatmaps, radar charts, and statistics. In the datasets section, upload new datasets, merge new customers, or delete existing ones.

Step 11

Under Settings, manage your organization, add relationship managers, view employees, assign roles, and allocate customers to specific managers. The Subscription tab allows you to manage your plans or upgrade to the Business plan, offering additional benefits such as custom domains, multiple roles, and expanded user access. Finally, under Reports & Exports, download your AI-generated analytics in Excel or PDF format, complete with bias summaries and product recommendations.

Step 12

With Financy, you are equipped not only to store customer data but also to understand customer behavior, uncover insights, and drive smarter financial decisions. Financy: where behavioral finance meets intelligence.