Calibrate Intelligence provides an emotional‑behavioral intelligence platform for wealth management firms and financial advisors. By continuously monitoring client behavior and emotions, the system delivers real‑time coaching prompts and personalized relationship insights, enabling advisors to offer deeply personal service at scale, even during stressful life events or market volatility.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors often struggle to provide personalized, emotionally aware guidance at scale, especially during clients' stressful life events or market volatility, leading to generic interactions and missed relationship opportunities.
Solution
Calibrate offers an emotional-behavioral intelligence platform that integrates deep client insights with real-time advisor support tools. The system delivers individualized experiences by analyzing client behavior and emotions, then providing advisors with contextual coaching during critical moments. By embedding these insights into the advisor workflow, the platform enables scalable personalization without sacrificing the human touch. The resulting data-driven relationship intelligence helps practices improve client satisfaction and drive measurable business growth.
Target Audience
Primary customers are wealth management firms, financial advisory practices, and banks seeking to enhance client relationships through emotionally intelligent, scalable service delivery.
Features
- Continuous client behavior monitoring that surfaces emotional and financial stress signals
- Real-time advisor coaching prompts for major life events, market shifts, or financial anxiety
- Integrated dashboard delivering actionable relationship insights and personalization recommendations
- Scalable architecture that supports personalized service across large client portfolios
- Analytics suite that quantifies emotional intelligence impact on client retention and revenue