Bionic Advisor
Account Intelligence
Weekly snapshot
2026-04-15
AM
Portfolio·Diagnose

Activate your three trust multipliers

Readiness check: blend human judgement with AI leverage across the Bionic Advisor Canvas.

Problem Finders
Anticipate client challenges before they surface.
Mindset Masters
Read decision triggers to drive confident action.
Authentic Connectors
Deliver narratives that keep trust at the center.
Mobile assessment · 9 questions · 5 minutes
Same three-pillar diagnostic that's booking revenue today in Phase 2A. Now fed directly into Phase 3 account scoring.
Assessment result

Elena Voss · Harrington Private Wealth

Lead advisor readiness for the account primary driver illustration on slide 4.

Overall readiness
2.9 / 5.0
Developing
Problem Finders
2.4 / 5.0
0.30 → Capability
Mindset Masters
3.1 / 5.0
0.25 → Capability
Authentic Connectors
3.3 / 5.0
0.45 → Capability · 0.60 → Trust
Industry comparison

Trust Multiplier vs Banking Industry benchmark

Validated by 47 independent studies across 85,000+ professionals.

How this flows into account intelligence

Feedback loop

  1. 1
    Advisor completes the three-pillar assessment
    9 items, ~5 minutes. Same flow as Phase 2A mobile app.
  2. 2
    Scores feed the Capability composite on the account
    Capability = 0.30×PF + 0.25×MM + 0.45×AC. AC is also 60% of Trust.
  3. 3
    Fit recomputes against the account's Complexity signal
    A weak PF score is why Harrington is reading as a low-Fit account this week.
  4. 4
    Recommendation engine triggers coaching intervention
    "Deploy Problem Finder coaching module" — appears as Priority 3 on the account.