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 Use 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%
HRTech
Communication
