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

employee experience graphic

Employee Experience (EX)

Work Talent Insights

Client Experience graphic

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.

Solutions_Key Features_Desktop and Mobile

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% reliability.
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.

Connected Apps Graphic

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

Frequently Asked Questions

How does DNA Behavior get insights?
DNA Behavior gathers insights using first-party data collected over 20 years from millions of responses. Our university-validated algorithms predict behavior with 97.1% reliability.

We use three data collection methods:
1. Digital Scan – No active participation required, leveraging your existing data.
2. Quick Assessments – Short questionnaires (as little as 2 minutes) for fast insights commonly referred to as partial scans.
3. Comprehensive Questionnaires – In-depth assessments (up to 10 minutes) for detailed analysis commonly referred to as the full scan.
This approach allows businesses to understand decision-making styles, communication preferences, and financial behaviors, helping them personalize experiences, improve team dynamics, and enhance client engagement.

Learn more about our methodology and validation process.
What is Digital Scan?

The DNA Behavior Digital Scan is an AI-powered tool that instantly predicts a person’s behavioral style without requiring them to take an assessment.

Users input the person’s name, job title, and company, and the system analyzes over 4,000 behavioral traits using our proprietary data engine, built on 20+ years of first-party data.

With an estimated 70% accuracy, the Digital Scan provides immediate insights into how someone thinks, communicates, and makes decisions. This enables businesses to personalize client interactions, improve team collaboration, and enhance hiring decisions—all in seconds.

Learn more about Digital Scan.
What are your pricing tiers?
DNA Behavior offers three comprehensive packages designed to give you everything you need for success, including in-depth resources, training, and a powerful platform.

The packages are based on the number of account administrators and participants you require.
- The Professional plan includes 1 admin and up to 100 participants annually, ideal for individuals and small teams.
- The Small Business package expands to 3 admins and 300 participants.
- The Enterprise plan includes 5 admins and 500 participants, perfect for larger organizations looking for scalability and flexibility. This solution can be customized for headquarters offices, multiple branches, and with specific data features.
No matter your size, we ensure you have the right tools to integrate behavioral insights seamlessly.

View our pricing page.
How long does implementation take?
Getting started with DNA Behavior is quick and easy! Packages can be created instantly, and if you need to embed our solutions into a client portal or intranet, that can often be done within hours.

Implementation time depends on your needs, but here’s a simple breakdown:
- DIY (Do It Yourself): If you prefer to integrate insights on your own, you can get up and running quickly—often in just a few days.
- Done with You: Our team collaborates with you for a tailored setup, which may take a little longer depending on your requirements.
- Done for You: We handle everything for you, perfect for complex integrations or larger teams. This option takes the most time but ensures a seamless experience.
Want a more precise estimate? Schedule a demo with our team, and we’ll map out a timeline that fits your needs.
Is AI included in all of your solutions?

No, not all of our solutions use AI. While we leverage AI to enhance user experience and streamline insights, our core focus is on real human behavior. DNA Behavior reports on real people and their natural decision-making patterns, ensuring accuracy and authenticity. Our goal is to be the most technically capable behavioral platform, using AI as a tool to support—not replace—genuine human insights.
Does DNA Behavior integrate with other applications? How?
Yes! DNA Behavior integrates seamlessly with other applications in two main ways:

Zapier Integration – Every DNA Behavior web app account includes access to Zapier, which connects you to over 7,000 business apps like CRMs, marketing tools, and productivity software. Learn more here.

Custom API Integration – For more advanced needs, our DNA API upgrade provides:
- API access for deeper system connections
- Webhook support for real-time data updates
- Embedded discovery via our Client Portal platform
If you need a tailored integration, our Support team can help.
Can DNA Behavior solutions work for a small business?
Our solutions work for businesses of all sizes. While enterprises appreciate our deep customization and integration options, small businesses can easily get started and begin leveraging insights immediately.

For small businesses, we offer:
- Behavioral insights to understand team and client dynamics
- Customizable tools for leadership, team building, and client engagement
- Scalable solutions that grow with you—start simple and expand as needed
- An affordable Small Business Package with essential features and support
Whether you're a startup or an established company, DNA Behavior helps you build stronger teams and client relationships.