Behavioural tool looks to push advisers to better decisions and habits

Digital offering aims to train advisers in the psychology of financial planning

Hope William-Smith
clock • 1 min read

A new digital solution is looking to integrate behavioural insights into the financial planning process to push advisers to deliver a more “human-centric” service to clients.

Behavioural finance provider Shaping Wealth said it was looking to "meet the soaring need for training advisers in the psychology of financial planning" and has launched an outsourced chief behavioural officer (OCBO) membership programme to deliver on the idea. The offering includes coaching, conversations, games and ‘inspirations', accessed via a digital portal. "Understanding and integrating human behaviour into the financial planning process is no longer a nice-to-have for the modern adviser," said co-founder Neil Bage. "Something called ‘behaviour' isn't a planning tool and never ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

AI in financial advice starts with data that's fit for purpose

AI in financial advice starts with data that's fit for purpose

'The firms that benefit most from AI will be those that fix their foundations first'

Luke Miles
clock 26 March 2026 • 4 min read
Adventures in AI: Where next for AI in advice?

Adventures in AI: Where next for AI in advice?

Part three in the series...

Mike Morrow
clock 25 March 2026 • 4 min read
Can small advice firms still compete in a tech-driven market?

Can small advice firms still compete in a tech-driven market?

When AI is finally cracked in the context of financial advice, the competitive advantages will be enormous. The question is whether the economics of the technology market will let smaller firms share in them, writes Max Anderson

Max Anderson
clock 25 March 2026 • 3 min read