Gradient
We use 85+ behavioral techniques

The Future Of Behavioral Financial Wellness

Turn cognitive biases into personalized coaching. Save, invest, and build wealth with a unified, science-backed journey that banks can license and deploy quickly.

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We use 85+ behavioral techniques

A Unified, Psychology-Driven Financial Journey

Check out our 3 step journey which makes Psyfi your financial BFF

Save

60 psychology techniques including loss aversion framing, gamification, and trigger alerts

Loss aversion framingGamification streaksSmart trigger alerts

Invest

15 behavioral nudges with risk-aligned portfolios and bias correction

Risk-aligned portfoliosBias correctionBehavioral nudges

Build Wealth

10 therapy techniques with future-self visualization and wealth projections

Future-self visualizationWealth projectionsTherapy techniques
Features

Our Offerings To Make Your Financial Journey Resistance Free

Real-time behavioral insights powered by psychology and AI

Behavioral nudges

Real-time nudges based on spending patterns and psychological triggers.

AI Coaching

Intelligent coaching agents for investment guidance and financial wellness.

Progress Tracking

Visual dashboards showing financial progress and behavioral improvements

Daily Check In

Visual dashboards showing financial progress and behavioral improvements

Gamification

Achievement streaks and rewards for consistent saving and investing habits

Why partner with us

A Unified, Psychology-Driven Financial Journey

Check out our 3 step journey which makes Psyfi your financial BFF

Fast Launch
60 Days

Time to market for full pilot program

Retention
25-40%

Reduction in customer attrition

ROI
Immediate

Lift in AUM and cross-sell opportunities

Differentiation
Unique

Stand apart from fintech competitors

Let’s connect

Ready to bring Behavioral Finance to your customers?

Join the banks already using PsyFi to drive engagement, retention, and revenue.