Name *

First Name

Last Name

Phone *

Country

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What financial behaviors or decision-making patterns within your organization are you aiming to improve? *

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Risk assessment and mitigation

Investment decision-making

Reducing impulsive spending in teams

Employee financial literacy and wellness

Other

What are the primary financial goals of your organization, and how do you envision behavioral finance contributing to them? *

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Improve budgeting discipline and cost control

Enhance investment strategy and returns

Strengthen financial resilience during economic changes

Increase employee financial engagement and responsibility

Other

Have you previously implemented any behavioral finance strategies in your company? If so, what were the outcomes? *

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Yes, with positive results in financial discipline

Yes, but we faced challenges in implementation

No, but interested in exploring options

Not sure / Limited experience with behavioral finance

Other

Are there specific financial challenges your team faces, such as budgeting discipline, investment strategies, or managing financial risks? *

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Difficulty adhering to budgets

Challenges in making consistent investment decisions

High-risk tolerance or poor risk management

Limited financial literacy among team members

Challenges with long-term planning and forecasting

Other

How would success in this area impact your organization's overall financial performance and employee well-being? *

Check all that apply

Reduced financial stress among employees

Improved profitability and resource management

Better financial planning and reduced waste

Enhanced investment performance

Greater employee engagement with financial goals

Other