Special Event Webinar, Hosted by Hugh Massie
Date: December 11, 2025
Time: 4:00-5:15 pm ET
Unlock Behavioral Personalization — Understand What Drives Clients & Employees
Join us and discover how behavioral science and AI are transforming client engagement, personalization, and scalable business growth.
In today’s financial and advisory environments, personalization is no longer optional — it’s expected. Clients and employees alike want to feel understood, valued, and communicated with in ways aligned to their natural decision-making style.
In this special event webinar, we’ll walk through how DNA Behavior uses behavioral intelligence — rooted in validated psychometrics — to create experiences that feel deeply personal, seamless, and human-centric. We’ll showcase real-world applications and provide practical methods for applying this intelligence inside your organization immediately.
What You'll Learn:
- Digital Scan: Instantly understand each client’s behavioral and financial decision style using Digital Scanning — allowing you to create engagement that’s personal and trust-building from the first interaction.
- Advisor-Client Matching: Match advisors, messaging, and solutions to each individual’s natural behavioral wiring, leading to deeper relationships, higher conversion rates, and long-term retention.
- Personalize at Scale: Implement behavioral personalization across your entire client base, making your business more efficient, cost-effective, and competitive in the evolving personalization era.
Who Should Attend:
- Wealth advisors and relationship managers
- Financial services executives
- Fintech product & CX leads
- Behavioral finance advocates
- HR, talent, and leadership professionals
- Anyone committed to building personalized relationships at scale
About Your Host:
Hugh Massie - Founder & Behavioral Solutions Architect, DNA Behavior
Hugh is a global leader in behavioral insights, with decades of experience in psychometric profiling and human decision-making. He has been at the forefront of applying behavioral intelligence within financial services, helping firms around the world elevate trust, strengthen relationships, and drive growth.
*This webinar has already taken place.
