Profiling agent
motif's Profiling Agent builds a complete picture of every customer, understanding their goals, mindset, and risk tolerance.
Know your investor. Actually know them.
Static forms tell you what investors filled in. The Profiling Agent tells you who they are: their goals, their fears, and what's changed since the last time you asked.
- Adaptive conversations, not questionnaires
- Profiles that evolve with your client's life
- MiFID II suitability, built in
Impact
- Deep, organic user understanding
- Higher accuracy of investment proposals
- Increased engagement and trust
- Ongoing profile enrichment over time
Regulations
- Enables businesses to comply with MiFID II regulations – performing suitability & appropriateness tests
- Auditability, traceability and full explainability of our workflows are core features
- GDPR and AI act compliance
Integration
- Delivered as API or SDK
- Voice, text, or multimodal interaction options
- Integrates with onboarding flows, client portals, or advisory apps
- Customizable prompts, tone, and languages