Convert prospects into clients by offering a free, AI-powered investment risk assessment. Potential investors answer questions about their financial situation, goals, and risk comfort level — and receive a detailed profile report with recommended asset allocation, investment strategy guidelines, and educational resources tailored to their unique financial picture.
ContentBlocks Team
Official Template
Step 1
Leads land on a branded sign-up page that introduces the quiz and captures their information.
Step 2
Leads answer 7 targeted questions that feed directly into the AI to personalize their outcome.
What is your primary investment goal?
What is your investment timeline? (Short / Medium / Long term)
How would you react to a 20% drop in your portfolio value?
What percentage of your income do you currently save/invest?
Do you have an emergency fund covering 3-6 months of expenses?
What is your experience level with investing?
Are there any sectors or industries you want to avoid?
Questions are fully customizable — add, remove, or rewrite to match your brand voice.
Step 3
Each lead gets a unique, AI-generated report packed with personalized insights and actionable recommendations.
A comprehensive risk profile with risk score, recommended asset allocation pie chart, investment strategy overview, diversification guidelines, educational resources, and next steps for getting started.
Low risk tolerance — capital preservation focus
Balanced approach — growth with managed risk
High risk tolerance — maximum growth potential