The standard for investor profiling
A scientifically grounded investor profiling platform aligned with MiFID II
Why the current approach fails systematically
The same problem. Every institution solves it again, on its own, differently.
Each institution has its own questionnaire, its own logic, and its own results. The same client receives different outcomes. Our analysis of 31 Czech market questionnaires confirms this — more than 70% fail to meet the methodological minimum for reliable profiling. No two providers use the same model. This phenomenon is consistently documented across European markets.
The profile belongs to the institution, not to the client. With every new relationship, you start from zero and lose long-term continuity. Unnecessary work for institutions and advisers, unnecessary frustration for the client.
The questionnaire is designed by the party selling the product. ESMA explicitly identifies this structural issue. The result is a tool that protects the institution from the regulator — but not the client from a poor decision.
FinID is built differently
An independent platform for suitability assessment. Once. Portable. Scientific.
Scientific methodology
Four years of development. Factor analysis, IRT calibration, behavioral simulations. The results are auditable and defensible. In front of the client and the regulator.
Portable profile
The client completes profiling once. The profile travels with them, across institutions and over time. The result is available immediately, without repeated data collection.
Outside the distribution chain
No one with a commission-based model creates our methodology. FinID is neither an investment adviser nor an intermediary. The profile serves the client and the market.
Two modalities
A traditional questionnaire or the V2 simulation module: a game-like flow that captures real behavioral preferences. Both produce the same MiFID II-compatible output.
Audit trail
Each resulting key carries metadata about its origin. A direct question or a behavioral inference. A reliability level. Ready for supervisory review.
Less work, more data
Suitability assessment stops being an administrative obligation. It becomes a data source for investment decision-making, personalization, and long-term monitoring of the client profile.
The Central European market is missing a profiling standard. Clients who understand their profile require less intervention. An institution that does not tie profiling to distribution incentives builds a more credible relationship. FinID enables this shift — as shared infrastructure for the entire market.
Get better informed
Analysis of 31 questionnaires, IRT calibration, behavioral simulations. The full methodology in one document.
Download whitepaper →Both the questionnaire version and the V2 simulation module are available. We will guide you through them personally.
Book a demo →Our Czech website finid.cz serves retail investors as a public educational layer of the platform, while also supporting the ongoing validation of the profiling methodology based on anonymized data.
Our team
Martin Stachoň
Vision & Methodology
Martin Stachoň
Vision & Methodology
Martin is behind the conceptual design of FinID, drawing on insights from behavioral finance, psychology, and financial advisory practice and translating them into the structured model on which the product is built. He defines the long-term expert direction and validity of the solution.
Lucie Staněk Gyönyör
Product, Operations & Strategy
Lucie Staněk Gyönyör
Product, Operations & Strategy
Lucie leads FinID from both a strategic and execution perspective, connecting product, business, and user experience. She drives product development from concept to pilot partnerships and focuses on making the solution both understandable and easy to implement for financial institutions.
Daniel Stašek
Engineering & Data Science
Daniel Stašek
Engineering & Data Science
Daniel leads FinID’s technology development and data architecture and actively contributes to product design. He turns the methodology into a functional solution, defines the evaluation logic, and ensures the platform’s scalability and technical robustness.
Lukáš Marek
Sales & Partnerships
Lukáš Marek
Sales & Partnerships
Lukáš focuses on business development and building partnerships with financial institutions. He validates the product in practice, brings feedback from the market, and helps find ways to deliver FinID to clients effectively.
Get in touch
Please fill in the form below to get in touch with us, or contact us directly.
Contact us
info@finid.cz
+420 776 357 632
We will be happy to meet over coffee
Address
FinID s.r.o.
Brno - Modřice
Company ID: 23204095
Data box: ra87wsd
