Go Deeper and Broader Than a Risk Profile to Understand Your Clients
Get firm-wide behavioral finance technology that uncovers everything you want to know about your clients’ inherent behavior styles and money attitudes. Our detailed insights power the entire financial planning and decision-making process with an award-winning financial behavior and risk analysis that goes far beyond what you get with traditional risk profiling tools. You instantly get the information you need to adjust your approach, connect with people, and provide more value. You’ll be able to understand what drives the decisions of your entire client base as well as your own team.
Our Risk Results Last a Lifetime
Because we uncover a person's natural hard-wired behavioral style, the 10-minute discovery process must only be completed once. Others require re-measurement of risk every six months.
Financial Behavior Tools for Relationship Managers
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Financial Behavior Insights for Practical Decision-Making
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Insights Focused on Saving Habits, Budgeting, Setting Goals, and Risk Appetite
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Select Work Talent Insights for People-Centric Firm Management
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Side-by-Side Behavior Comparison for Client/Relationship Manager Matching
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Communication Keys for Client Relationship Building at Every Interaction
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Real-time Market MoodTM Prediction Tool
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Behavioral Bias Identifier
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The Advanced Tools of Gene AI for Emotionally Engaging with and Marketing to Your Client Base
Predict the Market Mood of Your Clients
We track real-time market activity and match it with what we know about each client to predict how they feel about market changes. This measurement of Market Mood or Market Sentiment will tell you whether to expect fear, exuberance, or something in between from that client at any given point in time. You’ll get easy-to-understand behavioral management tips and action items for investment advisors and Fintech applications. Clients can be behaviorally managed or “nudged” according to their financial behavior style in consideration of their Market Mood.
Match Advisors to Clients
Since it’s easier to work with people who have a similar behavioral style and approach to decision-making, we’ve created a quick and effective way to match advisors with clients. By pairing people using data-driven behavior metrics, those relationships will be easier to manage. There is no need to drain your energy by working with people with opposite behavior patterns when they could be a perfect fit for someone else in your advisory team or firm. When advisors are paired with the right client, you can expect performance as well as energy levels to improve.
Pinpoint Behavioral Biases
The reality is that we all have a set of biases that drive our decision-making which can lead to less-than-optimal outcomes. We recommend that advisors and investors acknowledge their own top biases and learn how they play into decision-making patterns. Recognizing the 16 primary behavioral biases that drive choices heightens your awareness, allowing you to have better control of outcomes.
Plan the Perfect Meeting Environment
People are as behaviorally diverse as their fingerprints are different. Some will prefer to meet one-on-one, while others will feel more comfortable with the whole team present. A casual coffee shop meeting may be ideal for one person, but another might prefer a formal conference room setting with plenty of information provided. These details matter when you want your clients to feel at ease and be able to focus on the decisions at hand. Our insights will help you determine when, where, and how to meet with every one of them.
Share Financial Behavior Insights with Clients
The world has moved beyond PDF reports, and so have we. Give your clients the “ah-ha” moment during a Zoom meeting or in your office by sharing a live view of the DNA App dashboard with them. You can access it on your mobile phone, computer or tablet and quickly navigate to the full-screen presenter mode. You’ll be able to pull up individual profiles to view graphs, charts, and insights that are easy to understand and act on. You can even customize the colors to match your branding!
Expedite Client Onboarding
Digital Scan pinpoints how clients think and feel about money instantly, without the need for a questionnaire. From spending habits to risk tolerance, gain insight into how clients think and behave with zero effort.
Purpose-built for financial services, Digital Scan matches clients with the right advisor and empowers your team to deliver personalized advice. Seamlessly integrate these insights into lead generation, marketing, and every client interaction to elevate your service and engagement experience.
"Since integrating the Financial DNA profiles into our practice, we have benefited greatly. It has enhanced communication, trust, role alignment, productivity, and lives in general. Further, our client meetings have become more productive as we fine-tune each meeting to the client's communication preferences."
Frank Danielson
Senior Financial Planner, Danielson Group Wealth Management
"Financial DNA was the first instrument to correctly report my overall naturally cautious risk style for decision-making, but recognizes because of my extensive financial education I may at times tolerate higher investment risk."
Jill Crawford
Wealth Manager, Merit Financial
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"I actually have prospects take the Financial DNA questionnaire between prospect meeting 1 and prospect meeting 2. I’ve seen my close rate skyrocket – it’s a huge differentiator. "
Jake Northrup
Founder & Financial Planner, Experience Your Wealth
Client Understanding Personalizes Every Step
Book a 1:1 curated demo with a white-labeled account customized to your company’s branding. Explore how DNA Behavior can meet your needs—pressure-free.
