On-Demand Demo: Clients

Hyper-Personalize your Client Experience

What You'll See in This Demo

0:00 – Admin View: Easily manage users, access real-time behavioral insights, and white-label your platform experience

10:16 – Client Discovery Process: Seamlessly embed the behavioral assessment into your existing client portal

12:19 – Award-Winning Digital Scan: Explore how our cutting-edge scan unlocks deep behavioral intelligence in minutes 

Key Features Highlighted:
  • Real-time behavioral reporting
  • White-labeling for screens and reports
  • API integrations, including CRM connections
  • Gene AI: Instant answers to behavior-based client questions
  • Fully customizable workflows
  • The proven Digital Scan process trusted by leading firms DNA Behavior is your enterprise solution for behavioral data analytics. Quantify how behavior drives performance in every layer of your business—effortlessly.

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Experience the full platform for yourself. 

 

Better Than a Risk Profile: Understand Your Clients Instantly

Get firm-wide behavioral finance technology that uncovers everything you want to know about your clients’ inherent behavior styles and money attitudes. 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.

Learn more about Financial Behavior Insights

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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.

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