Changing behavior and driving results by delivering individualized communications at scale.

2017 Client Experience


  • 2% of Total Spend Targeting Energy Efficiency Programs
  • 28% of Total Available Population Included
  • Engaged for 1/3 of the Year

Results Achieved:

  • 60% of Total Program Participation
  • 57% of kWh Savings
  • 49% of Incentives Received

Behavioral Economics

Undergirding our system is a belief that humans make many autonomous, subconscious decisions as a way of filtering information. To tap into the decision-making process, our team uses the work of psychologists and behavioral economists including Kahneman, Tversky, and Thaler to craft experiences that motivate behavioral change through industry-specialized material.

We believe that the right message to the right person at the right time can change the world.

How It Works

Engagement Process

Our process of matching the right message to the right person in three steps:

1.  Start With the Individual

Unlike systems that begin with contact groups or lists, Lirio’s engagement algorithm begins with each contact record in the system.

2.  Select Content

From dozens of field variables, the algorithm first selects the appropriate library based on persona type of the recipient; then it selects the content most appropriate for that individual from a large library of message elements.

3.  Assemble & Send Best Next Message to the Individual

With the calculus of possible variables per message, the individual is sent one of thousands of possible variations.

The basis of the query includes:

  • Persona
  • Past Engagement Activity (Opens, Clicks, Completions, Etc.)
  • Past Messaging Exposures (Subject Line, Content Blocks, & Calls to Action)
  • Propensity to Drive Behavioral Change

Machine Learning In Action

Our products use machine learning to improve understanding, engagement, and outcomes for our users.

Currently Changing Behavior in Financial Services and Utilities

Behavioral Finance in Action

Finworx360 puts behavioral finance into action by using a Behavioral Risk Survey to segment advisors’ contacts into personas based on factors such as risk preferences and behavioral biases and offering persona-based tips for engagement.

Behavioral Risk Survey

The Behavioral Risk Survey was created based on industry best practices and psychometric principles. It uses the investor’s answers to previous questions to select the best-next question, adapting in real-time to most accurately determine each contact’s risk preferences, behavioral biases, and investment personas.

Best Serves:

  • Registered Investment Advisory (RIA) Firms
  • Enterprise clients
    • Investment Companies
    • Securities Firms (Broker Dealers)

Utility Customer Engagement

Fiveworx is a turnkey communication solution that combines energy consumer personas, behavioral analysis, automated marketing, and machine learning to go beyond meter data and engage utility customers on a deeper level. Our customer engagement platform creates stronger, better customer relationships that result in greater program participation, energy efficiency, increased customer satisfaction, and deeper energy savings, ultimately helping you become more trusted and relevant to your customers.

Email Marketing Automation Software

Fiveworx uses machine learning to automate and personalize messaging while providing utilities with deep customer insights to drive greater program participation and satisfaction.

Best Serves:

  • Residential energy providers and program implementers
  • Commercial energy providers and program implementers

Our systems feature original content for segmented messaging and further customization.


Who We Strive to Be

The core purpose of our organization is to improve outcomes of the end clients by understanding, engaging, and providing relevant communication.