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

Dynamic Planner CEO on AI's role in 'trusted advice'

Dynamic Planner CEO on AI's role in 'trusted advice'

‘The challenge is that delivering advice is hard’

Isabel Baxter
clock 09 December 2025 • 6 min read
FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read
Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read