About Financial DNA
“Events and markets cannot be controlled but how you manage your reaction to them can be. Achieving results is about how you predict and manage your behavior.”
Financial DNA is a proprietary solution for comprehensively and reliably discovering all dimensions of a client’s financial personality for making life and financial decisions based on extensive behavioral finance research. The end result is an improved goals-based financial plan for clients.The objective of using the Financial DNA Discovery Process is to help advisors and investor clients determine what life and financial decisions should be made by closing the behavioral management gap that exists between who they are, what they do and what they have. Further, the process provides a highly structured and tangible framework for delivering services and behaviorally managing the client on an ongoing basis.
Financial DNA has been implemented as the foundational first step in the service processes of major financial services firms, banks, insurance firms, fund managers and independent financial advisors all over the world to “know, engage and grow” every advisor, employee and client online for the building of a client-centered business. Our clients recognize that they cannot provide a superb client service experience and meet the regulatory requirements they operate in without implementing Financial DNA. In particular, Financial DNA is used as a single behavioral finance “FinTech” platform to help these firms meet on a practical and scalable basis all of the following needs:
- more deeply knowing their client, in particular how they will instinctively behave under pressure
- enhancing advisor client communication
- matching advisory teams to clients and family units
- developing the “soft skills” of advisors in acquiring and nurturing clients
- designing customized financial plans and investment portfolios
- strengthening suitability compliance
- managing the influence of advisor bias in making recommendations
- building a robust succession plan
- navigating couple and family dynamics
- financial education
Since commencing business in 2001, the Financial DNA platform serves people in over 123 countries through 11 languages. Our proprietary Financial DNA Discovery Processes have been developed and independently validated since 2001 by a highly qualified team with 100+ years of combined academic and practical behavioral discovery instrument development experience. Furthermore, our parent company DNA Behavior International has invested more than 60 man years in the development of these systems and its programs.
To learn more about DNA Behavior International and our complete suite of behavioral intelligence solutions: Click here