Behavioural Finance Consulting

Financial services should be designed to meet client needs, yet poor user experiences, product complexity, and weak engagement often create barriers to trust and retention. Behavioural Finance Consulting (BFC) specialises in aligning financial products and services with consumer behaviour to enhance engagement, improve communication, and drive business growth. We partner with wealth and asset management firms, fintech companies, insurers, financial service providers, and marketing agencies to optimise product design, refine customer journeys, and develop communication strategies that foster stronger client relationships. OUR AREAS OF EXPERTISE (1) Product Design and Development – We enhance user experience (UX) and user interface (UI) design to simplify financial journeys, remove friction, and improve accessibility.(2) Audits and Assessments – We conduct rigorous, science-backed assessments of risk tolerance, sustainability, and customer lifecycle management across financial services.(3) B2B Communication and Content Marketing – We develop tailored communication and content strategies that strengthen client engagement and increase retention. WHY PARTNER WITH BFC? • We design financial products and services that align with how consumers feel, think, and behave, ensuring an appropriate alignment with financial services. • Our expertise is highly specialised in financial services—we are not a generalist agency. • Our team has over 15 years of experience in behavioural finance, working with leading banks, fintech firms, insurers, asset managers, and marketing agencies. GET IN TOUCH To discuss how BFC can support your organisation: • Contact us to discuss your challenges and objectives. • Visit our website to learn more about our work- CONTACT US:+44 (0)7362 05 49 96 info@behaviouralfi.com London, WC2A 2JR United Kingdom