KnowYourProspect - 2026 Pricing, Features, Reviews & Alternatives

KnowYourProspect is a web-based client priority profiling tool for UK financial advisers, including mortgage advisers, IFAs, insurance and protection advisers, and pension advisers. Clients complete a structured pairwise comparison exercise online in approximately four minutes, selecting between one-on-one choices across three priority categories. The method is grounded in Louis Thurstone's 1927 Law of Comparative Judgement, a scientifically validated psychometric technique established in market research, political science, and psychometric testing. No AI or machine learning is involved, and the tool does not make automated decisions about any individual.

The exercise produces a five-page Client Profile Report delivered digitally to the adviser, featuring ranked bar charts across three structured categories: Borrowing Priorities, Mortgage Process, and Family and Protection Priorities. Simultaneously, the client receives a plain-language summary of their own ranked priorities. Because the ranking is derived from comparative choices rather than self-reported descriptions, it surfaces a preference order the client could not have articulated directly, giving the adviser a verified, structured picture of client values before the first conversation begins.

KnowYourProspect replaces traditional intake forms with a structured, psychometrically grounded pre-meeting method. It functions strictly as a conversation aid and does not constitute a suitability, affordability, or advice assessment. The tool is designed for the UK financial services sector and is suited to any advisory practice seeking to reduce guesswork in client discovery and open advisory conversations with a data-informed understanding of client priorities.