Consulting Services

DNA Behavior Consulting Services Menu

• Business Performance Service

  Our unique “Lighthouse” methodology involves starting with the deployment of the DNA Digital Scan to “heatmap” the behavioral styles of every lead, client and employee. Using that behavioral data analysis, we identify for the leadership team the performance strengths and struggles of the organization. In particular, we help pin-point hidden blockages caused by behavioral gaps which may not be revealed by the financial indicators.

  From there, a specific implementation plan can be developed using the DNA BeSci Tech for for building a more relationship-driven people-centric culture based on a higher level of psychological safety. In doing so, we equip the leaders to manage the delicate balance of achieving enhanced financial results (revenue, productivity, and profitability) with a more relationship-based operating environment (engagement, trust, and loyalty).

  Our approach, technology, and the depth of behavior and money insights allow for the easy implementation of hyper-personalized employee and client experiences at scale. That will ensure employee engagement (EX) and client engagement (CX) become the top priority in every action and interaction.

  Ultimately, through our behavioral data analytics we believe a higher level of decision clarity will be created thereby unleashing 10x acceleration of revenue growth and higher profits.

• Behavioral Data Analytics

  We deploy our AI-driven DNA Digital Scan process to immediately give you a layer of behavioral data so you can understand your employees and clients on a deeper level. This step quickly and transparently reveals how the people in your business influence your KPIs. In previous projects, this has given C-suite executives a new view of data inside their business. Below is a Power BI example of a previous project and what we could deliver as a final deliverable.

   

  Using Behavioral Data Analysis, we apply behavior as a new data layer across your organization, in order to pinpoint hidden blockages caused by behavioral gaps and reveal data never seen before.

  We start by identifying the performance strengths and struggles of the organization. Then we dive deeper into insights on employees and customers. Finally, you take these insights and improve your business top to bottom by having a new data layer in your arsenal to understand your business' intricacies.

• Leadership Performance Coaching

  To be an effective leader, coach, advisor, or facilitator, it takes a degree of self-awareness. After exploring your own inherent behavioral identity, we provide additional insight into your work talents and leadership style, then coach you on how to use this information for yourself, your team, and your clients.

  60-minute Identity Interview: We’ll explore your natural work talents, workplace operations, and hiring report, followed by an Identity Interview, which will help you clarify your unique talents and identity.

  Leadership Identity Coaching: We take a deeper dive into the details of your identity and leadership style with this one-on-one coaching program, customized to address your individual needs.

  Additionally, we have specific coaching processes for advisors, sales, employee, and career performance, which can be customized to meet your individual needs.

• Team Performance, Hiring, Talent Development

  Leaders can leverage DNA Behavior insights to drive smarter, behaviorally driven hiring. The same information can then be used to optimize the onboarding process.

  Candidate Screening: We’ll help you identify and predict the strengths, struggles, and work habits of job applicants and how they will fit with your corporate culture and the needs of your position. You’ll get access to behavioral insights, interview questions, and a one-on-one consultation to practically apply behavioral science in your hiring process.

  Benchmark Setting: Expanding on the hiring insights, we’ll help you build custom role benchmarks. Our experienced research team can analyze any role in your organization and identify the perfect behavioral match. You’ll be able to optimize the hiring process and get the right people in the right roles, right from the start.

  Digital Twins: For improving the consistency of hiring and promotion decisions, digital twins can be created by cloning the decisions of the best recruiters using artificial intelligence technology. All the hiring elements that a panel of the best recruiters would consider in making their decision would be incorporated into the digital twin.

  

  Teams function best when there is an awareness of each member’s natural talents and work habits. It leads to improved communication, fosters understanding, and ultimately boosts performance. The programs we provide for teams examine each member’s insights, then lead them through a more conscious team decision-making process.

  Team Awareness (online or in-person): This program is designed for teams. We’ll examine each person’s natural behavior and workplace insights, analyze the team report, and provide a 90-minute team awareness session. Each participant gets access to their insights as they complete the discovery. An individual debriefing with each participant can also be added before the team event to ensure the team is comfortable with their results prior to sharing with the group.

  

  Team Decision Making: In this program, participants will attend a team awareness session, then be guided through a deep study on the decision-making variability of the team. Variability in decision-making costs companies millions each year because it is hidden and unmeasured. We begin by analyzing a typical repetitive decision-making process requiring human judgment (like talent assessment, knowing a client, portfolio design, compliance, creating a budget, or planning a project timeline) for variability, then provide a readout on the opportunity for improving consistency.

• Behavioral Marketing Programs

  Research shows that the key to acquiring new clients and re-engaging existing ones is to make them feel understood and emotionally connected as early as possible.

  That requires knowing who the client is at a level far deeper than can ever possibly be provided by the traditional use of personal marketing models that rely only on demographic and financial big data.

  Digitally Scanning them is a quick and easy way to enable the production of behavioral data, like the liquid gold that has been missing for creating hyper-personalized experiences on a mass-scale basis. 
  
  We work with marketing and sales team leaders to design a program and workflow that builds in the deployment of our behavioral technology.

  Our tech allows you to:

  1. Deepen the levels of segmentation for enabling the customization of solutions offered

  2. Provide customized communication keys for every participant

  3. Utilize customized marketing and sales scripts

  4. Leverage Market Mood indicators to tap into gauged client sentiments towards markets and economic conditions

  5. Use style matching for aligning prospects and clients with the most suitable relationship managers

  Learn more in the Hyper Personalization of Client Experiences White Paper

• People Due Diligence for Mergers and Acquisitions

  Many M&A deals fail not because of the fundamentals of the business or changed circumstances, but because of the people involved on all sides of the transaction.

  The behavioral talents and financial behavior of the CEO and the senior leadership team largely drive 80% of the value of a business. Not knowing who you are investing in can be a cardinal mistake if you are an investor in a business. 
  
  Using our extensive repository of over 4,000 behavior and money insights, we can:

  1. Review the financial behavior style of the CEO and leadership team to determine the financial value they will create

  2. Assist the investors to better manage their behavioral biases and decision-making processes

  3. Perform an audit to reconcile behavior-driven financial value against projected financial fundamentals

  4. Provide performance coaching to the CEO and leadership team so that they adapt their strategies, execution, and operating habits to optimize financial value

  5. Integrate new leadership and teams together to optimize business performance

  Learn more about our Financial Value Creation research and the Pegasus Ratings Platform

• Behavioral Risk Management

  Help the CEO and senior leaders identify and monitor workforce risks caused by “behavior gaps” from different behavior and money attitudes across the organization, thereby improving supervision, robustness of internal controls, compliance, and suitability of solutions offered. Learn more in the Operational Risk Management whitepaper.

• Behavioral Decision-Making Audit

  Given that every expert decision-maker is inherently different by virtue of their DNA behavioral style, they will tend to make different judgment calls when making decisions in similar situations.

  For instance, give ten wealth managers the same information about a family client, and the advice, product recommendations, fees, and interactions will be different across the board. The same will be true in every situation or service where judgment is required.

  Therefore, our decision-making audits are designed to identify and reduce the 30% to 70% variability in organizational decision-making to achieve greater precision and consistency and thereby mitigate the costly errors in investment valuation, capex assessment, financial costs, brand risk, governance risk, and missed opportunities. Learn more in the Behavioral Variability whitepaper.

• DNA Quantum Leap 360° Coaching

  Help leaders increase their Quantum Leap Capacity through higher levels of behavior and money consciousness.

  This is obtained by participating in DNA Behavior’s comprehensive suite of behavioral assessments and guided facilitation processes that address all aspects of business, finance, and life.

  This enables leaders to stress less, do more, and be well for longer, so they are positioned to accelerate business performance and achieve unimaginable impact.

  Learn more about the DNA Quantum Leap 360 program here.

• Family Facilitation for Continuity Planning

  Family Facilitation for Continuity Planning

  Differing family members' natural behaviors, talents, communication styles, and money attitudes will inherently give rise to family dynamics issues that can get in the way of successful planning.

  In many cases, family differences may not be understood and can divide the family unit and lead to financial disaster. For families and financial planners working with families on financial plans, legacy planning, or generational transition, we offer a family facilitation service. Read the Family Trust Strengthens Trusts Case Study.

  

  The package includes:

  • A planning meeting with the advisor to work out the agenda and goals for the meeting
  • A 90-minute family discovery session facilitated by a DNA Behavior expert
  • A 60-minute debriefing session with the advisor to build a plan to continue working with the family based on the insights shared during the session.

  Expert facilitation helps you to address communication issues in the family so that trust can be built and maintained as they build a more secure future. Ongoing family facilitation services are available depending on the needs of the family.