360-HappiU®

Overview

360-HappiU® is a forecast scoring service built from the Nobel Prize-winning research on Behavioural Economics, for the customer’s future financial satisfaction.

Features

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Personalize The Satisfaction Benchmark

Build an utility function that captures the customer’s unique financial satisfaction drivers such as the peace of mind

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Multi-Risk Stochastic Simulation

Make scores relevant in real environments by stress-testing customer’s status quo in 10,000 personal & market risk scenarios

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Use
Iterative
Analysis

Allow one-time or progressive iterative analysis, enabling flexible dataset requirements and interactive journeys

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API-First
Anytime
You Want

Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory

Use Case Examples

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Highlight The
Unplanned Need

Goal-based planning, beginning with self-selection of goals, runs the risk of not knowing the unknowns. Risks happen even if unplanned for.
Let the stress-tested score reveal the blind spot.
Get life saving insights.

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Corporate Solutions
& Employee Benefits

Employers want the productivity benefits of financial wellness and the associated emotional stability. But financial ratios and external benchmarks neglect that financial well-being is only as good as self-perceived. Score the subjective financial satisfaction objectively. Predict future stress perceptions

Unleash Richer Experience!

Combine 360-HappiU® with other 360F API services. For example, use with 360-ProVestment® to  get optimized and thematic solutioning suggestions to raise the financial satisfaction score.

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