We make the sustainability preferences of your customers visible
ESGcustomer is our tailor-made solution for the finance and insurance industry. It shows you the true sustainability preferences of your customers and thus strengthens your customer-centric advice.
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Your benefits
Optimize your advice with sustainable know-how.
Meet requirements
By using the ESG profile, you meet the regulatory requirements for the suitability test in investment advice.
Deepen knowledge
You will receive in-depth knowledge and an industry-relevant overview of the complex topic of sustainability.
Know customers
You understand the preferences of your customers as well as gaps between sustainable attitudes and sustainable behavior.
Scale flexibly
Thanks to a scalable and customizable application, the ESG profile is precisely tailored to the needs of your advice and your brokers.
How ESGcustomer works:
1.
Questionnaire
During the consultation, your customers answer questions about everyday life based on a questionnaire.
2.
Sustainability profile
An individual sustainability profile is created from the answers. It is based on our scientifically founded existain cluster.
3.
Matching
Our matching algorithm identifies financial and insurance products that fit this individual profile.
4.
Purchase recommendation
As a consultant, you can make clear purchase recommendations to your customers and increase customer satisfaction in the long term.
Questionnaire
Sustainability profile
Matching
Purchase recommendation
Let us determine your sustainability preferences.
Answer few questions in our demo version now and get your first personal classification!
With three selected questions, we make an initial classification of your sustainability preferences in our scientifically based existain cluster.
Click Start on the left.
How does this test work?
In this test, you can find out with just three questions whether you fall into the “sustainable” or “unsustainable” category.
We use preference clusters from a study by the Federal Environment Agency on environmental awareness in Germany in 2020 as the basis for the test. We assigned these preference clusters to the categories “sustainable” or “non-sustainable”.
The rejecters: not sustainable
The skeptical: not sustainable
The undecided: not sustainable
Prepare: sustainable
The Oriented: sustainable
The consequences: sustainable
In the quick test, we use specific questions to classify which cluster you feel you belong to. From this we can deduce your basic attitude towards sustainability.
A first classification of your tendency
A first classification of your tendency
The question of whether you would give up living space for the sake of the climate has a great deal of significance as to how important or unimportant sustainability is to you.
The classification is refined
Your answer to this second question will help us to further differentiate and specify your attitude.
Now values meet reality
With this question we want to close the so-called consistency gap: It expresses that theoretical values and practical action sometimes diverge. That is why we ask you whether you are willing to act sustainably in your everyday life, for example when it comes to mobility.
understand attitudes. optimize decisions.
With just three questions, we were able to determine whether you are sustainable or non-sustainable.
Based on just a few more questions, it is possible to make statements with a much higher level of detail: For example, we can determine sustainability preferences based on socio-demographic characteristics such as age, gender or place of residence. Or classify your stakeholders in our existain cluster:
The rejecters: not sustainable
The skeptical: not sustainable
The undecided: not sustainable.
Prepare: sustainable
The Oriented: sustainable
The consequences: sustainable
In this way, we provide you with a scientific basis for understanding the attitudes of your stakeholders – and then optimizing your decisions.
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Contact
Do you have any questions or comments? We can be reached using the following contact details. Alternatively, please leave us your message in the form below and we will get back to you as soon as possible.
