Questions? Answers.

Psympl® empowers enterprise consumer financial services companies to move beyond demographic and surface behavioral data by providing deep insights into the psychological drivers behind every client decision. The platform unifies proprietary psychographic data, advanced AI models, and actionable insights, making it easy for marketing, sales, and service teams to activate the right message for the right person at the right time.

Built by experts in consumer psychology and enterprise marketing, Psympl® allows financial brands to predict, personalize, and scale engagement with precision.

We decode motivation so you can unlock deeper relationships.

Psychographics pertain to people’s attitudes, beliefs, values, personalities, and lifestyles, and are core to their motivations, priorities, and communication preferences.

Psychographic AI™ uses Psympl®’s proprietary psychographic model to humanize AI, harnessing consumers’ intrinsic motivations to generate content that resonates with each engaged individual.

The most accurate way to identify a consumer’s psychographic segment is to have them answer a short survey, known as the Psympl® Motivation Decoder™. It is 90% predictive of which five psychographic segments/profiles a consumer belongs to.

If the Motivation Decoder™ cannot be used due to practicality reasons (e.g., getting thousands of consumers to answer the Motivation Decoder™ survey), Psympl® partners with a National Data Compiler (e.g., the companies that compute people’s credit scores) to statistically project consumers’ likely segments based on lookalike models, using the extensive set of variables tracked by such companies. The statistical projection yields 70% predictability, with a three-times random chance given to five psychographic segments.

Psympl® can append a client’s consumer database (e.g., CRM contacts) with each consumer’s psychographic profile for loyalty/upsell/cross-sell efforts, or provide projected psychographic profiles for consumer acquisition target lists.

Psympl® partnered with Ipsos to conduct an online national market research study with a representative sample of n=3,000 respondents, mirroring the US Census among adults ages 18+. This study yielded millions of data points, providing an extensive set of new insights across many demographic and socioeconomic subpopulations.

Survey respondents answered a series of attitudinal, behavioral, and values-based statements using a 5-point Likert Scale (i.e., Strongly Agree, Agree, Neither Agree nor Disagree, Disagree, Strongly Disagree).

A K-Means clustering algorithm is employed to create the most stable and differentiated segments possible. This process works best with scaled data and factors.

Using Discriminant Analyses, an algorithm was built to create a typing tool (or Decoder) based on a subset of questions from the market research to predict psychographic segments among consumers for marketing initiatives (or future market research). The list of algorithm inputs ultimately used to predict segments also covers the widest breadth of information across all factors, or themes, represented in the original list of all starting attributes.

Once the final list of algorithm variables was chosen, a final typing tool (or Motivation Decoder™) was built containing the algorithm itself, along with Interfaces where a new respondent’s answers (e.g., rating responses to the short list of algorithm attributes) can be entered and their predicted segment calculated and revealed.

For additional detailed information, please refer to Psympl’s whitepaper on its research methodology.

Psympl leverages a variety of proven GenAI platforms, choosing the best option depending on the content objective desired (e.g., email, text message, social media post, call script, etc.). The process of GenAI platform selection is automated and invisible to the user for simplicity and user experience. Psychographic AI™ aggregates these GenAI platforms and informs content creation (messaging and imagery) with psychographic insights and behavioral science to produce the most persuasive marketing to activate desired consumer behaviors.

Psympl integrates with and enhances existing CRM and consumer engagement technologies. Psympl does not replace these platforms (e.g., Wealthbox, Redtail, Salesforce, SharpSpring, Hubspot, etc.) but strengthens the communications sent from such platforms with enhanced persuasiveness based on target individuals’ psychographic profiles and motivations.

Psympl is initially focused on Wealth Management, Consumer Financial Services (Including Banking and Credit Unions), and Consumer Insurance marketing, achieving unmatched results. Psympl® will expand into additional markets upon careful consideration of opportunity and strategic fit with our unique capabilities.

Psympl® is a Psychographic AI™–powered Persuasive Action Platform built for regulated industries.

Unlike analytics platforms that surface insights or tools that generate generic content, Psympl® identifies why people decide, then uses those motivations to create compliant, personalized communication that drives action. It sits between data and execution, transforming psychographic insight into messaging, content, and experiences aligned to individual mindsets.

Psympl® is purpose-built for financial services, wealth management, healthcare, and other regulated environments where trust, clarity, and motivation—not volume—determine outcomes.

Yes. Psympl® is built specifically for regulated industries.

Psympl® does not perform credit decisioning, eligibility determination, or pricing optimization. Psychographic insights are used solely to personalize communication in a compliant, transparent way, aligning with legal, compliance, and vendor risk requirements in financial services and healthcare.

Behavioral and demographic personalization rely on past actions or surface-level traits. Psychographic personalization focuses on why people decide.

Psympl® models motivation, mindset, and decision style, allowing organizations to communicate in ways that feel intuitive and coherent to the individual. This reduces friction, improves trust, and increases response without increasing outreach.

Psympl® is not a traditional decision intelligence platform.

Decision intelligence tools analyze data to inform internal decisions. Psympl® focuses on activating communication, using psychographic insights to influence how messages are written, delivered, and received. Psympl® turns insight into persuasive action, not dashboards.

AI copy tools generate text based on prompts and language patterns. Psympl® generates content based on human motivation.

Psympl® uses Psychographic AI™ to align tone, framing, and messaging with intrinsic decision drivers, ensuring content persuades through relevance rather than volume or experimentation. It is not a copy tool, it is a persuasive personalization platform.

Customer Data Platforms organize and unify customer data. Psympl® does not compete with CDPs.

Psympl® sits above the data layer, using Psychographic AI™ to interpret motivation and mindset, then create persuasive, compliant content based on those insights. While CDPs answer who the customer is, Psympl® answers how to communicate with them to drive action.

Traditional AI typically analyzes past behavior, demographics, or transactional data to predict what someone might do next. Psychographic AI™ goes deeper by identifying why people make decisions in the first place.

Psympl®’s Psychographic AI™ models intrinsic motivations, mindsets, and decision drivers, then uses those insights to create persuasive, personalized content, not just analyze data. The result is communication that aligns with how people think, not just how they behave.

Psympl® is designed to augment, not replace, your existing marketing and CRM stack.

It integrates with enterprise platforms by enriching customer records with psychographic insights and activating those insights through personalized content, messaging, and segmentation. Psympl® can plug into outbound campaigns, websites, email platforms, and CRM workflows without disrupting current operations.

Psychographic segmentation delivers the greatest impact in regulated, high-consideration industries where trust, clarity, and motivation drive decisions.

This includes:

• Wealth management and financial advisory firms

• Enterprise banks and credit unions

• Consumer insurance providers

• Healthcare and other regulated industries

In these environments, how something is communicated is often more important than what is communicated.

Yes. Psympl® improves retention by aligning communication with each customer’s underlying motivations, reducing friction, confusion, and disengagement over time.

When messaging feels relevant and coherent to the individual, customers are more likely to stay, act, and deepen their relationship—driving higher lifetime value without increasing outreach volume.

Psympl® builds psychographic profiles using a combination of:

• Proprietary psychographic algorithms

• Motivation Decoder™ and Auto-Decoder™ models

• Survey-based and behavioral inputs

• Approved third-party data integrations, including Experian

All data is used for communication personalization, not credit decisioning or underwriting.

Psympl® is built specifically for regulated industries and adheres to strict data privacy, security, and compliance standards.

Psychographic insights are used exclusively to personalize messaging and experiences. Psympl® does not make eligibility, pricing, or credit decisions and is designed to align with internal compliance, legal, and vendor risk requirements.

Organizations using Psympl® typically see:

• Higher engagement and response rates

• Improved conversion efficiency

• Reduced message fatigue

• Fewer follow-ups required to drive action

• More consistent performance across segments

Because communication is aligned to motivation, outcomes improve without increasing spend or frequency.

Demographic personalization answers who someone is. Psychographic personalization answers how they decide.

By tailoring tone, framing, and messaging to motivation and mindset, Psympl® helps campaigns feel relevant rather than automated—resulting in higher opens, clicks, and actions across email and outbound campaigns.

Psympl® can generate psychographically aligned content across the full customer journey, including:

• Email and outbound messaging

• Website and landing page copy

• Call scripts and sales enablement content

• Campaign messaging and offers

• Compliance-ready variations by segment

All content is designed to persuade through alignment, not pressure.

Yes. Psympl® is built for cross-channel activation.

Psychographic insights can be applied consistently across email, web, outbound sales, paid media, and offline communications—ensuring customers experience a unified, motivation-aligned message regardless of channel.