My Experience Finding a Financial Advisor

Jessica Darmoni Financial Industry 0 Comments

Working for a company like DyMynd, that helps financial institutions attract and retain female clients, I had read and written about the experiences women have when looking for a financial advisor (FA).  I am familiar with the notion that women don’t feel they are seen as individuals when speaking with FAs, they don’t believe their specific needs or opinions are taken into consideration …

What Women Want in Finance: A Better Experience with Advisers, Institutions

Carolyn Leonard Academic Research, Financial Industry, In The News, Uncategorized 0 Comments

DyMynd™ cracks the code on the level of engagement high net-worth women crave but aren’t getting More high net-worth women are opting out of traditional adviser relationships because they don’t like the way they are treated by financial institutions and advisers, according to a new study by DyMynd™. To crack the code on women and finance, DyMynd™ conducted a year-long …

UK Banks Propose Personality Testing

Carolyn Leonard Factors, Financial Industry, In The News, Personality 0 Comments

With all of the issues UK banks are dealing with, most notably the LIBOR issues from this past summer, it stands to reason that new ways of doing business can’t be far off.  We were delighted to see, in this case, HSBC® take a proactive approach and suggest using tools like DyMynd to help address some of the deeper-rooted issues …