
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.

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
Invest
15 behavioral nudges with risk-aligned portfolios and bias correction
Build Wealth
10 therapy techniques with future-self visualization and wealth projections
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
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
Ready to bring Behavioral
Finance to your customers?
Join the banks already using PsyFi to drive engagement, retention, and revenue.