Accelerate Business Success Scientifically

Create exceptional employee and client experiences with Behavioral Data Analytics.

Become the Expert on Your People

Your people—leads, clients, and employees—are the foundation of your business success.

DNA Behavior is like a microscope for the people in your business—showing you the behavioral patterns that drive their decision-making.

With the power of Behavioral Data Analytics, nurture stronger teams and happier employees, create personalized lead and client experiences, and make data-driven decisions with clarity and precision.

Transform the way you lead, engage, and scale—powered by behavioral intelligence.

Your Leads, Your Clients, Your Employees analyzed under a microscope

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Employee Experience (EX)

Work Talent Insights

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Client Experience (CX)

Financial Behavior Insights

Consulting Services - Identify, Audit, Measure, Manage

Consulting Services

Training and Improvement

Employee Experience Table Example

Employee Experience (EX)

Work Talent Insights

Designed for: Leaders of Organizations, HR Departments, SALES AND MARKETING TEAMS

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.

Client Experience (CX)

Financial Behavior Insights

Designed for: Wealth Managers, Financial Advisors, Service-Based Businesses

We’ll help you power wealth management and financial decision-making with insights geared toward clients and advisors. Attitudes and beliefs about money are compelling motivators of behavior. By understanding someone’s attitude about finances, you can customize your language, strategy, and approach for greater success.

Client Experience Funnel

Consulting Services and Team Performance

Consulting Services

Organizational Training and Optimization

Designed For: both Small BUSINESSES and enterprises

We have talented trainers, facilitators, coaches, and consultants adept in applying the 4,000+ behavior and money insights we measure.

Our consulting program follows a proven four-step process: Identify, Audit, Measure, and Manage, ensuring that your business operations align seamlessly with your team’s natural behaviors. With our expertise, you'll gain decision-making clarity, enhanced behavioral marketing, risk management insights, and quantum leap coaching to accelerate growth.

Training is available for those who wish to become a DNA Behavior Practitioner as well as those who desire a deeper understanding of one or more focused areas.

Enterprise API: Manage Differences at Scale

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.

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Key Features of DNA Behavior Platform

All-in-one Behavioral Data Analytics platform
Customizable dashboards with easy-to-use interfaces for simple data workflows
Toggle between insights relevant to employee or client experience instantly
Digital Scan predictive analytics tool
Clear, actionable insights for everyone, from interns to executives.

Experience the DNA Behavior Advantage

Proven Accuracy: Over 4,000 behavioral insights with 97.1% accuracy.
Customizable Solutions: Tailored tools and strategies to fit your unique business needs.
Effortless Integration: Seamless API connections to existing platforms.
Scalable for Growth: Solutions designed to grow with your business.
Your Partner in Innovation: Award-winning client experience innovation.

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Transform Challenges into Opportunities

Today’s businesses face complex challenges: understanding employees’ natural behaviors, engaging clients with personalized experiences, and optimizing organizational performance. DNA Behavior simplifies these challenges by providing reliable behavioral insights with precision. Whether for decision-making, team dynamics, or client engagement, our enterprise behavioral data solutions are designed to help you take action with confidence.

Reliable Insights, Minimal Effort

At DNA Behavior, we know your time is valuable. That’s why our solutions deliver accurate and actionable insights with ease—no cumbersome processes required. Our advanced behavioral measurement tools combine active participation methods with AI-driven data analysis, allowing you to gain clarity effortlessly. From employee alignment to client relationship management, we provide everything you need to understand and engage at scale.

Multiple Ways to Measure, One Platform to Succeed

Whether it’s employee productivity, client satisfaction, or overall team alignment, our platform offers a variety of ways to quantify behaviors with precision. Using both active engagement tools and seamless AI-driven technologies, we uncover the data that matters most to your success. These insights empower you to make informed decisions, improve collaboration, and deliver personalized experiences.

Expert Consulting to Maximize Results

Our solutions don’t stop at technology. DNA Behavior’s consulting services ensure that you unlock the full potential of your behavioral data. Our team of experts will guide you in applying insights to solve business challenges, develop tailored strategies, and achieve measurable outcomes. From leadership training to client experience optimization, we’re here to help you succeed.

Testimonials - Jake Northrup

“I 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.”

Jake Northrup

Founder & Financial Planner, Experience Your Wealth | Investment News 40 Under 40 | Investopedia Top 100 Advisor

Testimonials - Keita Demming

“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 the 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."

Keita Demming

CEO, The Covenant Group