Behavioral Science Applied to

Financial Services

Helping banks, investment firms, insurance companies, regulators and more create a wealthier future for all with the use of behavioral science. 

 

When it comes to our money, few of us are truly rational - if we were, we would all save more than we do, avoid overspending and take advantage of financial advice to fill in the gaps in our knowledge.

We work with the financial industry to help people make better financial decisions. From helping people save more for retirement, to responding to and reporting fraud quickly, to selecting the right insurance coverage. We use our deep understanding of human behavior, expertise in behavioral finance, and the mind to understand your challenges, build creative solutions and systems inspired by those insights, and use the methods of science to find out what works.

Whether it be optimizing that which already exists or imagining and building that which is yet to come, we are ready to help individuals flourish, organizations prosper, and society usher in a new era of human- centricity and scientific precision in the field of behavioral finance. 

Featured Capabilities



 

Case Studies

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    Increase Long-term Digital Savings
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    Re-design disclosure statements
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    Creating a Better Customer Call Experience
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    Optimize Digital Communications

Financial Team

David R. Lewis, MBA, CFA, PhD President, BEworks Research Institute

David R. Lewis, MBA, CFA, PhD

David R. Lewis, MBA, CFA, PhD President, BEworks Research Institute

Michelle Hilscher, PhDVice President, Strategy

Michelle Hilscher, PhD

Michelle Hilscher, PhDVice President, Strategy

Prof. Dan Ariely, PhDCo-Founder & Chief Behavioral Scientist

Prof. Dan Ariely, PhD

Prof. Dan Ariely, PhDCo-Founder & Chief Behavioral Scientist

Nina Mazar, PhD Co-Founder & Chief Scientific Advisor

Nina Mazar, PhD

Nina Mazar, PhD Co-Founder & Chief Scientific Advisor

Ready to start working with us? Send us a note.