DNA API

Power your Platform with Personality Insights.

Your employee’s and client’s Financial DNA, Business DNA, and Communication DNA are their digital fingerprint. Unlock their DNA using technology to predict outcomes, customize experiences, and increase performance.

Since 2001, DNA Behavior has been developing world class, validated, discovery processes that reliably predict and store personality data. Using the DNA API and a bit of your creativity, you can access this data in real-time to create the next new “killer app” and solve the world’s largest business, financial or life challenges.

Potential uses cases include:

Financial Services

-FinTech & RegTech-

Advisor / Client Matching
Behaviorally driven portfolios
Intelligent robo-advice
Behavioral Coaching
Know your client compliance

Business & Career:

-HRTech & EduTech-

Recruiting & Role Fit
Identify security risks with employees
Design the best project team
Leadership Coaching
Career Development

Communication & Experience:

-MarketingTech-

Customize web experiences
Custom selling
Personality targeted advertising

Successful Integrations

Spark your Imagination with Sample Data

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):
Behavioral Portfolio Driven by Financial DNA DNA Behavior

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%

Explore Sample Code

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 Butler BDNA Style In relation to others
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: Relationships

1. 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.

Success Story- Brilliant Fit

Explore Sample Code

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.

Success story- Salesforce CRM

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