Science-based Solutions

Financial DNA: Understand Your Clients

Designed for Wealth Managers and Financial Planning Offices

We’ll help you power wealth management with insights geared towards clients and advisors. Money is a compelling motivator of behavior. By understanding someone’s attitude about finances, you can customize your language, strategy, and approach for greater success.

Business DNA: Align Your Team

Designed for Teams, Leaders of Organizations, HR Departments, and More

Organizational decision-making can be more science and less intuition when you have a deeper understanding of what each team member inherently brings to the table. Whether you are matching employees with teams or account managers with clients, you’ll have a better outcome when you know how each person communicates, invests, works, and lives.

DNA Consultant: Get a Coaching Edge

Designed for Coaches and Consultants

Need an advantage with your clients? You can access our entire suite of behavioral tools, leveraging both behavior and money insights. The unbiased nature of the insights provides a common language so they can be shared and discussed comfortably. Knowing your clients at this level will help you communicate better, built trust, and foster optimal decision-making.

ISV Partnership: Manage Differences at Scale

A Scalable, Reliable, and Customizable Solution for Larger Firms

You can add a human element to your existing organizational data by incorporating our API as the “behavioral chip.” With the behavior and money insights generated, you can create the ideal environment for your employees and clients based on their distinct styles. You’ll be able to consider factors like communication, spending patterns, the propensity to take risks, and behavioral biases when making high-stakes decisions.

How Do We Do It?

The DNA Behavior cloud-based application takes your employees and clients through a 10-minute discovery process that produces reliable data-driven results that you can act on immediately. It’s the only psychometric platform focused on behavior styles and money attitudes. Because we use a forced-choice scoring model, it allows for greater depth and breadth of the insights, removing the situational bias common with other models.