The Bewavior Method by Odonatech
Created in 2022 for Odonaplace, our behavioral profiling platform adopted by over 150 wealth management firms, the Bewavior method formalizes Odonatech’s scientific approach to behavioral finance. Today, this research — understanding each saver’s emotions, life goals, and cognitive biases — is directly embedded at the core of LiLa, our conversational AI financial assistant. Below is the foundational presentation of the method that shaped our DNA and continues to power our technology.
Bewavior, far more than a movement
The Bewavior method, by Odonatech™, has been specifically designed for the community of Bewavior advisors, inspired by our bold vision:
A movement (a Wave) that understands that behavior is at the heart of financial choices, giving meaning to savings (Why?), and guiding savers towards personal fulfillment (Be).
The Method embodies an innovative approach where understanding emotions, beliefs, and individual behaviors becomes the foundation of every financial advice.
The method provides wealth management advisors with a powerful tool to better understand, advise, and retain their clients by integrating psychological and behavioral dimensions into their approach.
Bewavior's principles
Bewavior is based on 4 pillars and is facilitated by the use of the financial coaching platform Odonaplace, developed by the behavioral finance experts at Odonatech.
In-depth analysis of financial personality
Personalization of the relationship
Behavioral support
Personalized follow-up
We are a community where each member actively contributes to building an exceptional client relationship. We value compassionate and sustainable advice for all, and believe that every voice matters.