Independent research shows the Financial DNA Platform approach leads to:

arrow-bulletPreventing 60% of the engagement black hole in advisor and client interaction

arrow-bullet150 bps points of client value

arrow-bulletOver 23% revenue growth from increased referrals, retention and share of wallet

What is the Financial DNA platform?

The World’s Only All-In-One Behavioral FinTech Platform To Know, Engage, And Grow Every Advisor And Client Using All Dimensions Of A Client’s Financial Personality

A 10-minute, 46-question commitment reliably reveals a client’s complete financial personality.
Relaxed client meeting

How does it work?

1. A 10-minute time commitment

Identify the complete financial personality of your client in 1 simple, web-based questionnaire.

2. Immediate results

Financial DNA’s behavioral finance platform provides a client’s communication style, behavioral biases, and risk profile.

3. Identify the best client fit

Advisors naturally engage only 40% of clients. Behavioral finance closes the “Relationship Gap” with the remaining 60% for identifying the best opportunities to improve communication.

4. Training and support every step of the way

In guiding our vision, all Financial DNA Subscription Packages include help to onboard, support, and train advisors.

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Financial DNA helps advisors use independently validated behavioral data for matching advisory teams, clients, goals and solutions by:

1. Placing their clients at the center of the financial planning process.

2. Using customized communication at all stages of the client lifecycle.

3. Building tailored portfolios.

4. Behaviorally managing client emotions.

5. Enhancing compliance and reducing complaints.

We’ve made financial personality a reality in 123 countries by solving communication, goal-setting and investing challenges.

Testimonial from David Hughes

“DNA Behavior’s tools helped us close a $350k engagement by using the Communication DNA suggested guidance with a prospect.”

– David Hughes, Managing Partner Peachtree Financial Group

Testimonial from David Hughes
Testimonial from Thanes Stenner

“Financial DNA truly identifies the behavioral issues that get in the way of functional family relationships and in a very practical way builds a bridge to protect the wealth and harmony of the familyyy.”

– Thane Stenner, Director, StennerZohny Investment Partners+

Testimonial from Thanes Stenner
Testimonial from Frank Danielson

“Since integrating Financial DNA, our client meetings have become more productive as we fine tune each meeting to the client’s communication preferences.”

– Frank Danielson, Senior Financial Planner, Danielson Group Wealth Management Assante, Vancouver, Canada

Testimonial from Frank Danielson
Testimonial from Deena Katz

“Financial DNA provides a powerful framework to help advisors build a deep relationship with their clients.”

– Deena Katz, Associate Professor at Texas Tech University

Testimonial from Deena Katz

Interested in behavioral finance?

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