Behave Technologies (formerly Syntoniq, Inc.)

We are excited to share the work that our team worked on in collaboration with the Goldman Sachs Asset Management team.

Ready to revolutionize your advisory approach? Transform client interactions by uncovering investor psychology, learn how to develop deeper connections to offer personalized guidance, and leave a lasting impact on your client’s financial journey. Check out our new course, Behavioural Finance in Action (BFIA), created with Behave Technologies (formerly Syntoniq, Inc.), and harness the art of empathy and insight to truly connect with your clients while helping them meet their goals. 🌟 Enrol in the BFIA course today! https://lnkd.in/eNQmCjs2 #CSI #Finance #FinancialServices #Banking #FinancialPlanning #FinancialAdvisor #FinancialAdvice #ProfessionalDevelopment #BehaviouralFinance #BehaviouralEconomics Marie Muldowney Marshall Beyer Rui Barreto PFP, RRC Radyah Khan Assunta Tutino Idrees Deen Dmitri Chilkine

Our very own COO, Joshua Cheng, CFA® will be attending Future Proof. Please reach out to him if you're going!

A big congratulations to Alain Samson, PhD and team for the release of the latest Behavioral Economics Guide!!!! I am really looking forward to reading it as always!

Ready to revolutionize your advisory approach? Transform client interactions by uncovering investor psychology, learn how to develop deeper connections to offer personalized guidance, and leave a lasting impact on your client’s financial journey. Check out our new course, Behavioural Finance in Action (BFIA), created with Behave Technologies (formerly Syntoniq, Inc.), and harness the art of empathy and insight to truly connect with your clients while helping them meet their goals. 🌟 Enrol in the BFIA course today! https://lnkd.in/eNQmCjs2 #CSI #Finance #FinancialServices #Banking #FinancialPlanning #FinancialAdvisor #FinancialAdvice #ProfessionalDevelopment #BehaviouralFinance #BehaviouralEconomics Marie Muldowney Marshall Beyer Rui Barreto PFP, RRC Radyah Khan Assunta Tutino Idrees Deen Dmitri Chilkine

Understanding your clients isn't just about numbers—it's about empathy, insight, and connection. 🌟 Our new course Behavioural Finance in Action (BFIA), in partnership with Behave Technologies (formerly Syntoniq, Inc.), is designed to equip advisors with the tools to truly resonate with clients and their unique financial journeys. Move beyond the standard approach and deepen your client relationships by creating a more personalized, empathetic advisory experience. Enrol today to discover how you can make a lasting impact. https://lnkd.in/eNQmCjs2 #CSI #Finance #FinancialServices #Banking #FinancialPlanning #FinancialAdvisor #FinancialAdvice #ProfessionalDevelopment #BehaviouralFinance #BehaviouralEconomics Marie Muldowney Marshall Beyer Rui Barreto PFP, RRC Radyah Khan Assunta Tutino Idrees Deen Dmitri Chilkine

I want send a big shoutout to my co-panelists, Rui Barreto PFP, RRC and Don for a very enjoyable hour for me at least! 🤣 I hope my passionate ramblings were not too crazy. I would also like to thank the team at Canadian Securities Institute for all the effort and hard work to not only get the webinar set up, but in our launch of the Behavioral Finance in Action course! What a team effort between Behave Technologies (formerly Syntoniq, Inc.) & Canadian Securities Institute!

Understanding the psychological factors behind financial decisions is essential for helping clients achieve success. Join our free webinar on Thursday, August 1, 2024, at 12pm ET, to learn about how life events shape attitudes around money and how advisors can effectively support clients by offering personalized and empathetic advice to help them navigate financial challenges. You’ll hear from industry leaders Brian M Pasalich, CEO & Co-Founder of Behave Technologies (formerly Syntoniq, Inc.), and Don Lefresne, Investment Researcher, York University, as they explore valuable insights on investor psychology. Register today! https://lnkd.in/gUX24MSx #CSI #FinancialServices #FinancialAdvisors #BehaviouralFinance #InvestorPsychology #FreeWebinar #FinancialPlanning #ClientRelationships Marie Muldowney Marshall Beyer Rui Barreto PFP, RRC Radyah Khan Assunta Tutino Idrees Deen Dmitri Chilkine 

How can advisors adopt a more empathetic approach to help their clients achieve greater financial well-being? Find out in our free webinar, "Understanding Investor Psychology: Behavioural Finance in Action," on Thursday, August 1, 2024, at 12 pm ET. Join Brian M Pasalich, Chief Executive Officer & Co-Founder, Behave Technologies (formerly Syntoniq, Inc.), and Don Lefresne, Investment Researcher, York University, as they discuss why understanding the impact of psychological and experiential elements on decision-making is crucial to providing clients with the best financial advice. If you’ve enjoyed our Behavioural Economics for Financial Advisors course, you'll be excited to hear about our latest offering: Behavioural Finance in Action. This new course dives into the intricacies of financial markets and the behaviours of investors and financial professionals, making it the ideal complement to your previous studies. Register today! https://lnkd.in/gUX24MSx #CSI #FinancialServices #FinancialAdvisors #BehaviouralFinance #InvestorPsychology #FreeWebinar #FinancialPlanning #ClientRelationships Marie Muldowney Marshall Beyer Rui Barreto PFP, RRC Radyah Khan Assunta Tutino Idrees Deen Dmitri Chilkine 

We are super excited for the launch of Behavioral Finance in Action (BFIA) course and our collaboration with the Team at Canadian Securities Institute!