Better financial experiences, powered by science.
Better financial experiences, powered by science.
Financial decisions aren’t purely rational. They’re shaped by both conscious and unconscious forces that traditional marketing and product development often fails to take into account.
We tap into what really drives people’s financial decisions to help you create experiences that attract, convert and delight the people you work with.
How we help
Research
Our bespoke and syndicated studies uncover the hidden drivers behind client decisions, helping you tailor products, enhance engagement, and understand what truly influences actions.
Proposition development
Create financial products and services that truly connect with your clients. We shape ideas that meet real needs and make your offering stand out in a crowded market.
Experience optimisation
Identify and eliminate behavioural hurdles, designing seamless flows that increase conversions, reduce drop-offs, and improve user satisfaction across all touchpoints.
Communications
Enhance your messaging with science-backed strategies. We help you create compelling communications that build trust, drive engagement, and encourage positive financial actions.
Training
Power your team with actionable behavioural insights. Our training helps your staff understand client behaviour better, enabling smarter decision-making, improved service design, and better client interactions.
Imagine if…
Science-backed insights
You had a deeper, more accurate understanding of what's shaping your users' attitudes and behaviours.
Optimised experiences
You were confident that your experience effectively attracts, converts and delights your clients.
Products that stand out
Your new product or service was designed to align with what really matters to your clients.
Proven results
You could demonstrate tangible results, knowing that you've focused on the things that matter.
Consultancy
Successful change doesn’t happen by accident.
Whether you want to enhance your digital journey, increase demand for your offering, improve consumer understanding or better demonstrate your true value, you need a structured way to make it happen.
The five-stage SHAPE Method® does exactly this.
The process is modular, so you see results quickly before committing further.
Philip Courtenay MBA
Philip is a sought after consultant and speaker on the drivers behind people’s financial attitudes, decisions and behaviours.
He has worked with a number of leading financial advisory, insurance and investment management businesses to reveal what’s really driving the financial decisions of the people they work with and shape better financial experiences.
In addition to his consulting work, Philip is frequently asked to speak at industry events on behalf of international financial services businesses and has featured on some of the top financial podcasts. He is an award-winning academic researcher on the influences of financial behaviour – having been recognised by Emerald publishing for his work on the drivers of financial advice-seeking. He recently submitted his doctoral thesis examining the conscious and unconscious drivers of people’s financial attitudes, at King’s College London, having received a research scholarship from the Economics and Social Research Council.
Philip has held various roles within the financial services sector – most recently as Head of Marketing Strategy for a London-based wealth management firm. He has an MBA (with distinction) from Warwick Business School.
What other clients say
Phil hones in on the most important part of engaging with prospective and existing clients; understanding what they really want.
It can be difficult to apply behavioural theory in a practical way; taking theory from textbook into your business isn’t always easy. But Phil gets the challenges advisers face and delivers information in a relevant, directly applicable way.
I’d recommend his expertise to any financial planner or business leader wanting to build and maintain strong client relationships. Thank you Phil.
Anthony Villis
Managing Director, First Wealth
We engaged Philip as an expert speaker on our retirement planning webinar to the financial broker community.
Feedback from over 700 attendees was overwhelmingly positive, with 97% saying they would recommend the session to a colleague. Philip brings his work to life with real world examples.
I would certainly recommend him and hope to work again in the future!
Teddy Daly
Head of Marketing, Aviva Life & Pensions Ireland
I’ve been advising clients for nearly 30 years, have developed a successful award-winning practice and am asked to speak on financial advice topics around the world. So, it’s not too often that someone really prompts me to sit up and pay attention – but Philip did just that.
His coaching programme and 1:1 sessions provided me with a number of ‘lightbulb moments’ . Philip has already helped me make some really positive changes to impact how we deal with prospective and existing clients, and there will be more development to follow.
Philip’s combination of behavioural finance expertise and it’s direct application to our profession sets him apart.
If you get the chance to invest in some time with Philip, you will certainly find his insights informative and enlightening, no matter how long your career experience.