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The Claradan Approach

The Science of Client Engagement

 

Behavioural Finance Analytics

Adhering to Claradan's’ principal of “Behavioural plus Traditional” always outperforms “Behavioural or Traditional” we have combined existing analytics processes with behavioural finance modelling to produce products that offer significant advantages over our competitors;

 

  • Robust and Relevant Client Segmentation
  • Targeted & Effective Client Engagement Messaging
  • Higher levels of Scheme Participation
  • Increased Contribution Rates

 

The inclusion of behavioural modelling enables us to identify why data sets emerge, this is critical in designing robust and effective messaging and behavioural change solutions. Without this, analytics can be a mere history lesson, recording what has happened in the past and assuming it will happen again in the future!

By actively mapping recognised behavioural criteria, Claradan transforms the use of analytics into a reliable and robust predictive tool

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