A single Cloud-Based Behavioral Intelligence Platform to Know, Engage and Grow every employee and client

Behavioral Finance
Suitability Compliance for
Complaint Reduction

Behavioral Marketing
Deeper Relationships for
23% Revenue Growth

Behavioral Talents
Advisory Team
Improve Productivity 40% to 70%

Financial Personality
Know Your Client
Goals-Based Planning
Behavioral Biases
Risk Tolerance
IPS
Wealth Mentoring

Communication Styles
Learning Styles
Workflow Management
Selling Styles
Buying Patterns
Client and Employee Messaging

Employee Personality
Talent Management
Hiring
Team Development
Culture
Leadership
Succession Planning

DNA Behavior People Insights

Why do firms use DNA Behavior?

          • Unparalleled depth and reliability of psychometric validation.
          • Ability to manage employees and clients on one platform.
          • Unique process for matching employees, clients, goals and solutions.
          • Customized applications for all industries, including financial services.
          • Digital solutions for practical and scalable delivery.

We’ve made personality a reality in 123 countries by solving communication,
investing and employee challenges.

“Financial DNA provides a powerful framework to help advisors build a deep relationship with their clients.”
– Deena Katz, Associate Professor at Texas Tech University

“DNA Behavior provides the best tools for leadership development because they help us accomplish step one – know yourself. We always use it as the foundation for all of our leadership training, coaching, and consulting as well as team development.”
– Lee Ellis, President, Leadership Freedom

“DNA Behavior’s tools helped us close a $350k engagement by using the Communication DNA suggested guidance with a prospect.”
– David Hughes, Managing Partner Peachtree Financial Group

“Now I have a powerful, yet user-friendly process that can be easily incorporated in my advisory process to truly improve the outcomes and levels of client engagement.”
– Rick Helbing, Suncoast Advisory, Sarasota, Florida