POWER YOUR PLATFORM WITH A PERSONALITY API.
Your employee’s and client’s DNA is their digital
Learn how a Personality API can connect, customize and empower performance:
- Financial DNA: Program Benefits
Real-time financial personality management solutions - Business DNA: Program Benefits
Real-time talent management solutions - DNA Incubator: Program Benefits
Preferred pricing & go to market solutions for qualified startups.
Personality API Uses Cases:
Financial Services
-FinTech & RegTech-
Business & Career:
-HRTech & EduTech-
Communication & Experience:
-MarketingTech-
Spark your Imagination with Sample Data
Personality API use cases created using the profile data of “Mary Butler”.
FinTech
Mary Butler:
Age 45, Married to Frank Butler (Age 48), Mother of 2.
| Community Builder: Community Builders excel at meeting people and promoting cooperation among groups of people. |
Market Mood: Prefers slow and steady increases
Comfortable at -1% to +.05% in 15 market days
Fearful at -3% in 15 market days
Invite to office for a relaxed meeting or client event
Behavioral Biases: Risk Aversion, Instinctive
Automated Behavioral Management Tips:
Mary, remember that temporary increases or decreases will not have a big impact on your portfolio overtime. If you’d like to schedule an appointment, click here.
Behavioral Compliance:
Client Risk: Risk group 2
Advisor Risk: Risk group 7
Client’s portfolio: Risk group 6
Measured compliance risk= HIGH
Mary’s Behavioral Portfolio (ideal portfolio based on personality):
Fixed Income Allocation: 80%
Domestic Bonds: 40%
International Bonds: 10%
Cash/ Deposits: 30%
Equity Allocation: 20%
Domestic Equity: 20%
International Equity: 0%
Alternative Investments: 0%
Total Asset Allocation: 100%
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HRTech
Mary Butler:
Age 45, Married to Frank Butler (Age 48), Mother of 2.
| Community Builder: Community Builders excel at meeting people and promoting cooperation among groups of people. |
Mary’s 2 strongest behavioral factors are:
Content- Easy-going, satisfied, uncomplaining
Cautious- Seeks stability, prefers following proven paths
Mary’s Performance Strengths:
Accepts the current environment as it is
Concentrates on balanced life
Creates a steady environment
Plans initiatives carefully
Sees potential dangers
Mary’s Performance Struggles:
Prone to be complacent
May stay in comfort zone
May miss opportunities
Mary’s Performance Environment Keys:
Focus on my life balance needs
Keep the conversation easy-going
Give me the directions to move forward
Look for ways to minimize the risks
Allow me time to survey the situation
Results vs Relationships: Relationships1. Desired Tasks based on Talents
(Priority of Tasks)
1 Managing time
2 Risk management
3 Supportive and patient
4 Being friendly
5 Teaching people
6 Comfortable meeting people
7 Analyzing data
8 Administration
9 Following procedures
10 Managing budgets
2. Desired Team Roles
(Priority of Roles)
1 Administrator/ accountant
2 Sales support
3 Operations manager
4 Finance director/ manager
5 Relationship manager
3. Desired Work Environment
(Priority of Environments)
1 Respect for others
2 Loyalty
3 Stability
4 Freedom from conflict
5 Support and guidance
4. Desired Work Rewards
(Priority of Rewards)
1 Work tranquility
2 Security
3 Helping others
4 Help society
5 Meaningful work
5. Values
(Priority of Values- Top 4, 10 available)
1 Cheerfulness- Handles issues and life with cheerfulness to create a state of peaceful happiness.
2 Maintain Equilibrium- Prefers the status quo is preserved to maintain equilibrium.
3 Being Careful- Sees being careful and taking measures steps more appropriate to building success.
4 Safety- Has a preference for the safer options to minimize the downside.
Communication
Mary Butler:
Age 45, Married to Frank Butler (Age 48), Mother of 2.
| Lifestyle: A person who is focused on lifestyle desires engagement, openness and making connections.  Keys for communicating with Mary: Openly express views |
Verbalize
Provide options
Sales plan for Mary:
Introduction: Ask about their story
Pace: Proceed to the bottom line quickly
Personal Approach: Smile a lot, tell an engaging story
Keeping them Connected: Address their goals first
Presentation Style: Use stories and graphics
Closing Style: Tell them who else is involved
Client Segmentation:
Analyze your client base and target your marketing communications firm wide.
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