Financial DNA subscription packages and the Financial DNA API measures over 200+ behavioral insights covering virtually every human habit: the way a person communicates, invests, works, and lives. These insights power the advice process and play a crucial role in compliance management.
When Financial Services teams start using Financial DNA, the first step is for each of their employees to measure their own unique DNA styles. Financial DNA is built on a scalable technology platform that measures all aspects of an individual’s behavioral style – transformative insights and reports are available for compliance teams without any additional data gathering.
Coaches and Consultants in the DNA Coach Network have vast experience helping financial services firms apply behavioral insights to compliance processes to reduce risk, improve reporting, and mitigate rogue employees. Schedule a free consultation to discuss your compliance needs and how behavioral insights may help you.