The u impact value proposition We drive inflows to sustainable funds for financial institutions by providing them with a B2B2C white - label solution that offers: • an intuitive and gamified fund exploration tool for enhanced conversion, • proprietary behavioural analytics and nudges for long term user retention. We allow financial institutions to turn their ESG costs and regulatory burden into revenue & growth opportunities by using data to engage with their broadening client base. Our behavioural analytics catalogues user actions and interests to create user profiles. These insights are used to apply tailored behavioural nudges, empowering end - investors to become more confident and sustainable investors. Leverage existing data 1 Conversion of end - investors 2 Retention of end - investors 3 Customer Lifetime Value We transform the user journey: Shorter. Simpler. Designed to reach sustainable investment decisions quickly. We replace the typical frontends, where sometimes more than 90% of potential investors drop out due to complexity, lack of digestible sustainability data, etc. We collect data and profile investors to identify the most effective nudges and features for them. More details can be found in our whitepaper. We can feed existing ESG data (e.g. S&P, MSCI, etc.), as well as regulatory disclosures (SFDR, EET etc.) into our analysis. This makes our results cost - effective and trusted by your clients. Confidential Trusted ESG data & regulatory disclosure integration turns burden into opportunity. Fund selection & comparison tool makes starting sustainable investing easy. Behavioural analytics help you address the needs of your investors.
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