DataSine

Changing how financial institutions interact with customers; using transactional & biographical data to build customer personality profiles.

DataSine offers a client segmentation tool combining big data and psychometrics to help financial institutions understand their clients. It seeks to revolutionize the way financial institutions evaluate clients, build portfolios and measure risk. Founded in 2015, DataSine brings together expertise in psychology and machine learning to help financial institutions better understand their customers. Its systems build a rich personality profile for each customer, determining their personality, needs, values, and circumstances. These profiles are then used to tailor marketing strategies, build individualized investment portfolios, and package personalized financial products to better reflect individual personalities, needs, and circumstances.