DNA Behavior
DNA Behavior is an international relationship management firm that helps organizations know, engage and grow every employee and client, using validated behavioral insights. DNA Behavior offers two products to advisors: Communication DNA and Financial DNA. Communication DNA is a client engagement solution that uncovers natural preferences for how clients wish to be communicated with using independently validated algorithms. Financial DNA is a solution which comprehensively measures all dimensions of a client's financial personality, based on extensive behavioral finance research to power a comprehensive financial planning service.
Integration Features
  • Navigate seamlessly from Veo to DNA Behavior with single sign-on
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