A relevant assessment
A branded journey configured around a real cohort, business question and decision stage, rather than a generic personality quiz.
Investor profiling implementation
Understand the cohort.
Change the journey.
Use an explainable assessment to investigate why a defined investor group stalls, then turn the cohort evidence into changes your team can test.
The value
A funnel shows where people stop.
A diagnostic helps you ask why.
u impact combines self-report, knowledge checks and standardised decision scenarios. The result is an individual explanation and an anonymised cohort view that separates patterns worth investigating.
An explainable diagnosis
Reproducible profiles, calibration gaps and cohort patterns, with evidence, interpretation limits and candidate explanations kept distinct.
A testable next move
A prioritised intervention brief with an agreed outcome and review point, so the project can change a journey rather than end at a presentation.
A scoped programme
From question to
measurement loop.
The exact shape follows the audience and decision. A pilot is designed to establish what the evidence can support before a broader implementation.
Frame the decision
Agree the cohort, journey stage, business question, success measure and governance boundaries.
Configure and run
Adapt the assessment and result experience, complete fieldwork and monitor response quality.
Interpret the cohort
Review distributions, calibration gaps and differences between relevant groups without turning correlations into causes.
Test and calibrate
Turn the strongest candidate explanation into an intervention, measure what changes and feed the evidence into the next review.
What your team receives
Outputs people can
make decisions with.
Assessment and individual result
A participant journey that explains the result without presenting it as a permanent label or investment recommendation.
Cohort diagnostic and readout
A structured view of profile distribution, detected gaps, comparisons and the limits of the available data.
Intervention and measurement brief
A named cohort, proposed change, success measure and review point, ready for the responsible team to test.
Good fit
Bring a decision,
not just a data request.
This route works best when you have an identifiable investor population, a moment in the journey you want to improve and the ability to test a change.
- Onboarding or first-investment drop-off
- Confidence or participation gaps between cohorts
- Sustainable-investing interest that does not become action
- Advisor conversations that need more relevant client context
- Product choice that feels complex, abstract or hard to trust
Implementation experience
An ongoing partnership with NTT DATA.
u impact and NTT DATA went live together at Mirai 2026 in London. The event was a delivered milestone in a continuing partnership exploring how behavioural insight can support more relevant financial experiences.
What investor question is your team carrying?
Start with a defined cohort and a decision you can measure.