Investing for Your Future

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WHAT IS IT ABOUT?

Get ready for retirement with a targeted financial planning strategy. Learn about investing, strategies and tactics needed to reach your retirement goals.

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Available in: English, Dutch, French, German, Spanish
  • Financial officers who need help on how to properly approach investing in the future.
  • CFOs who are interested in helping their team make better decisions on investment production.
  • Investment advisors who need to provide strategic advice on suitable financial resources.
  • Risk analysts who need to understand potential risks associated with diversifying investments.
  • Budgeters who need help evaluating where to invest money to ensure a secure retirement.
Banking
Assessing banking solutions

Financial Planning
Developing a financial plan

Retirement
Preparing for older life

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. What have you done to protect your investments from fluctuating interest rates?
  1. Nothing, it's too difficult to track them.
  2. I invest conservatively and monitor the rates regularly.
  3. I actively adjust my portfolio with derivative strategies based on market indicators.

Q. What strategies have you used to plan for your retirement goals?
  1. We haven't done anything yet.
  2. We have budgeted and saved money for ultimate goals.
  3. We have tailored a comprehensive retirement plan.
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
NAMETITLE PAPER
lekLEK_Investing_Australian_Healthcare_Market_Higher_View_2016_July.pdf
bwbconsultingLDS2007.pdf
oliverwymancyber-spend-trends-opportunities-and-implications-for-procurement.pdf
mckinseyBoosting-contact-center-performance-through-employee-engagement.pdf
glgGLG_CEO_Survey_2020.pdf
gartnerbuild-a-manager-development-program-at-scale.pdf
bcgBCG-Six-Strategies-for-Beating-Brazils-Supply-Chain-Complexities-Apr-2017_tcm9-150778.pdf
cognizantthe-robot-as-coworker-codex2666.pdf
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.

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