Accelerate Business Success by Building on the Inherent Strengths of People
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Which Insights Do You Need?
Whether you’re a leader in an organization, an advisor, or a corporation looking to invigorate your existing applications, we’ve got solutions that will meet your unique business needs.
Our mobile-enabled desktop app generates extensive insights into financial behaviors as well as work talents. Those insights are bundled in a way that provides a weighted blend of the most relevant insights for the way you do business. No matter which package you choose, we’ll make sure you have the knowledge you need to build a stronger business on the inherent strengths of people.
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.
DNA Products Are Built to Align and Balance Your Life
Learn how strongly you rank for certain traits like "planned" versus "spontaneous" or "patient" versus "fast-paced". This information can empower you to make life, career, and financial decisions that align with your inherent strengths and lead to better decision-making.
to Maximize Energy
Have you ever wondered why you were so drained after successfully completing a task? You were likely working outside of your inherent behavior style instead of using your strengths.
Ability to Adapt
Never put people in a box just because of their inherent behavior style. Adapting is necessary for success. With self-awareness, you make a conscious choice and have a deeper understanding of people. So, you control what you decide, assign, or take on.
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.
Interactive and Presentation-Ready Dashboard
The app’s interactive dashboard makes it easy to find the information you need without digging through layers of complicated data. Instead, you will find colorful charts and graphs, comparison tools at the click of a button, and a presentation mode that makes sharing insights both simple and professional.
What Behaviorally Smart Business Leaders Are Saying
“I actually have prospects take the Financial DNA questionnaire between prospect meeting 1 and prospect meeting 2. I’ve seen my close rate sky-rocket – it’s a huge differentiator.”
Founder & Financial Planner, Experience Your Wealth | Investment News 40 Under 40 | Investopedia Top 100 Advisor
“I had to discover and then accept that I was creative because the world had taught me that I wasn’t… I have come to realize, partly through DNA Behavior, partly through looking at a trajectory of my life…you’ve been creative in all kinds of ways…The creativity has come in the form of education, creating workshops, etc."
CEO, The Covenant Group
Need a Consultation?
Our solutions don’t stop with technology. We are here to help you get started and get the most out of our products. We provide an array of consultation services that cover training and implementation.
Take a Look for Yourself
We’ve made using behavioral insights a reality in 125 countries by solving significant relationship, productivity, and decision-making challenges. If you’re not sure if this is the right solution for your own business, why not let us show you around?
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