DNA Behavior is a global behavioral sciences firm that provides online behavioral management solutions using validated behavioral insights. They deploy a proprietary "Behavior Tech Platform" that allows businesses to access scalable online solutions to understand, engage, and develop employees and clients. The platform integrates three core products - Financial DNA, Business DNA, and Communication DNA - that provide behavioral assessments and personalized reports.

1. dnabehavior.com
Behavior®
Online Behavioral Management Solutions

2. DNA Behavior
DNA Behavior is a global behavioral sciences firm
established in 2001 to provide innovative online behavioral
management solutions. We use validated behavioral
insights for enabling the delivery of customized employee
and client experiences.
What We
Are as a
Business
dnabehavior.com

3. The philosophy of Understanding
People Before Numbers is practiced by
organizations and people globally.
What We Stand
For to Engage
People Globally
dnabehavior.com

4. APPS
DASHBOARD
CERTIFICATION
Deployment of our proprietary
“Behavior Tech Platform” directly
inside businesses so that they can
access scalable and easy to use online
behavioral management solutions to
“Know, Engage and Grow” every
employee, advisor and client.
Our Behavior Chip
Strategy Which
Directs Us
dnabehavior.com

5. To liberate and guide people all over the world
to become more self-empowered, and thereby
unlock their human potential and build a
greater Quality Life
Our “Why” Which
Motivates Us
dnabehavior.com

6. Serving with Fairness
& Transparency
We are committed to:
Company Values Which Guide Every Decision
DNA Behavior’s
Operating with Meaning
and Purpose.
Delivering Innovative
Solutions.
Fostering Great
Relationships
Reliable Execution

7. Delivering universally applicable behavioral insights
which impact the decisions and relationships of
more than 100m per year
Our Vision Which Inspires Us
dnabehavior.com

8. Strict Rationality Kills Culture and
Relationships. A Straight Line
Approach Does Not Work.
Our
Message
dnabehavior.com

9. How Are You Managing Family
Member Emotions?
Unmanaged
Emotions
Destroy Wealth
dnabehavior.com

10. for Building a
Behaviorally Smart
Business
The Culture We
Live By for Enabling
Transformation
How Do You Define and Build the People
Culture in Your Business?
dnabehavior.com

11. Adopt an Understanding People Before Numbers Approach
Human Behavior
Drives People Culture
87% of measurable
business issues are
people related
Sales Conversion
Client Engagement
Employee Retention & Productivity
Operational Execution
Business Performance
87%
dnabehavior.com

12. Strategy Decisions
Behavior (Talents, Values, Beliefs, Standards) Winning Business
Why Use DNA Behavioral Solutions?
Leveraging Universally Applicable Behavioral Insights
dnabehavior.com

13. We deploy the world’s only all-in-one cloud based “Behavior Tech” platform
inside organizations so that they can access scalable and easy to use online
behavioral management solutions to Know, Engage and Grow every employee,
advisor and client.
DNA Behavior’s Tech Platform
Leveraging 3 Primary Online Behavioral Management Solutions
dnabehavior.com

14. Forced Choice
Assessment
Measuring 64
Behavioral Traits
65+ Man Years of
Development
Investment Since
2001
Independent Validation
by Team with 100+
Years of Experience
Powerful and Unique Behaviorally Intelligent Solutions Deployed Globally
DNA Behavior’s Systems
The Science Behind the “Swiss Watch” DNA Systems
dnabehavior.com

15. ?
? ?
?
Team With Lack of
Behavioral Insight
Default Styles =1
in 4 Engagement
Behavioral Discovery to Know,
Engage & Grow Employees & Clients
Goal Setting: Provide Discussion
and Opportunities
Life Style: Provide Fun, Openness
and Graphics
Stability: Provide Security,
Feelings and Instructions
Information: Provide Analysis,
Research and Details
Matching Employees &
Clients for 4 in 4 Engagement
23% Revenue Uplift
A Client-Centered Business Based on Matching
The Outcome of Using the DNA Behavior Solutions:
dnabehavior.com

16. Our Target Users
Platform Users
Tech Integration to 3rd Party
Client or Partner
Directly Access DNA Insights for
Customized Online Delivery
Enterprise Users
Large Scale Program
Delivery by DNAB
For > 100 users
Consultant Users
Industry Consultants,
Coaches, Trainers
Financial Advisors (Online)
dnabehavior.com

17. Our SEAMM Business
Approach Which Influences
Everything We DO
Simple
Easy
Actionable
Measurable
SEAMM
dnabehavior.com
Meaningful

18. >1m+ system users/ per year,
In 125 countries,
In 11 languages
>45 employees
>150 certified consultants
>25 channel platform partners
>3000 clients:
Financial Services,
Corporates, Entrepreneurs,
Families
>Revenue Sources:
SaaS/Subscription
Develop Behavioral Apps
Consulting, Coaching, Training
Delivering DNA Online Behavioral
Management Solutions Worldwide
DNA Behavior
Business Highlights
dnabehavior.com

19. We Serve Organizations of All Types Globally
Some of Our Financial Services Clients
dnabehavior.com

20. dnabehavior.com

21. DNA Behavior Discovery Processes for
Employees and Clients
Complete Custom DNA Experience within Firm’s Systems
Client Logs into Firm Online
Platform Upfront and Before
Planning or Coaching discussion
DNA Behavior
Analyzes the question
answers, sends results
to Firm
- Client completes 12 CDNA Questions (2 to
5 Mins) or 46 DNA Natural Behavior
Forced Choice questions (takes 10-12 mins)
- Answers are stored in Firm’s Databases
- Firm Posts answers to DNA
Firm receives DNA Behavior
data, triggers internal workflow
Client receives their results
online and in printable reports.
Advisor is notified to access the
DNA insights
dnabehavior.com

22. LEARNED SITUATIONAL
BEHAVIOR
Automatic
Behavior Biases
NATURAL BEHAVIOR
Learning Style
Risk Tolerance
Leadership
Communications
Talents
Selling Style
91% Predictive Results Usable for the Long Term
Universally Applicable Insights
dnabehavior.com

23. Capitalizing on the Forced Choice
Question Methodology Which Is
One of Our Greatest Strengths
Right Data In,
Right Data Out
dnabehavior.com

24. Our 3 Core DNA Discovery Products for Behavioral Insights
Financially Personality Insights
Advisor Client Communication
Goal Setting Motivations
Spending Patterns
Risk Tolerance
Behavioral Biases
Market Mood
Learned Behavior
Behavioral Talent Insights
Communication Insights
Talents
Work Life Motivations
Business Risk Factors
Decision-Making Approach
Role and Team Fit
Leadership Style
Career Preferences
Communication and
Learning Style
Meeting Interaction Setting
Information Requirement
Service Needs
Selling Style
Know, Engage and Grow Every Employee and Client
Financial DNA® Discovery
Business DNA® Discovery
Communication DNA Discovery

25. DNA Online Behavioral Management Solutions
Optimizing Behavioral Intelligence using DNA Insights
Financial DNA – Online Financial Personality
Management Solutions for Adding 150bps of Client
Value
Business DNA – Online Talent Management
Solutions for 40% to 70% Productivity Improvement
Communication DNA – Online Relationship
Management Solutions for 23% Revenue Growth
Goals-Based Planning Talent Development Client Segmentation
Investing Style Management Hiring for Talent Customized Experiences
Quality Life Performance Employee Onboarding Solution Matching
Wealth Mentoring/ Behavioral Coaching Team Productivity Behavioral Marketing
Family Continuity Operational Risk Management Sales Engagement
Suitability Compliance Management Leadership Development Big Data Optimization
Entrepreneurship
Business Succession Planning
Career Planning
dnabehavior.com

26. DNA Behavior Discovery Processes and Reports
Available on a Single Technology Platform
dnabehavior.com
Discovery Process Financial DNA Business DNA Communication DNA
Step 1: DNA Natural Behavior Discovery
To Know How A Person Should Perform and
Their Automatic Biases Based on Who They
Instinctively Are
For revealing different dimensions of a
person's natural style for making life and
financial decisions including their risk
taking behavior. Reporting and Analysis:
• Summary – Behavioral Biases, Quality Life
Goals, Financial Planning Insights, Risk
Profile
• Financial Talent Highlights
• Market Mood®
• Behavioral Management
• Couple Comparison Reporting
• Wealth Mentoring
• Family Group Reporting
For revealing different dimensions of a
person's natural talents for business
performance. Reporting: and Analysis
• Summary – Workplace Insights and Attitudes,
Performance Keys
• Personal Business Talents
• Team Member Comparison
• Workplace Operations Style and Coaching
• Hiring - Fit for tasks, roles, team and culture
• Team Performance – Identifying Differences
• Career Insights
For uncovering natural preferences for how
employees and customers wish to be
communicated with and served by others.
Reporting and Analysis:
• Consumer and Premium
• Customized Meeting Guide
• Customized Experience™
• Client Service™
• Sales Style Adaptation™
• Advisor-Client Matching
• Group communication
• Customized messaging
Step 2: DNA Learned Behavior Discovery
To Reveal Different Dimensions of A
Person’s Actual Performance and
Preferences, and Align those to their
Natural Behavior
Learned behavior and performance
discovery processes and reporting:
• Quality Life Discovery and Planning
• Financial Personality Discovery
• Behavioral Investment Policy Statement
Learned behavior and performance discovery
processes and reporting:
• Leadership 360° Discovery (or Employee,
Sales, Advisor versions)
• Executive Quality Life and Work Life Discovery
• Career Life Discovery and Planning

27. DNA Behavior Training
Practical Learning to Optimize Using Behavioral Management Solutions In Your Business
Financial DNA Training:
Behavioral Finance and Wealth Mentoring
Business DNA Training:
Talent Management and People Culture
Communication DNA Training: Building
Relationships and Behavioral Marketing
Financial DNA Introductory Training and Specific
Applications - webinars
Business DNA Introductory Training and Specific
Applications - webinars
Communication DNA Introductory Training and
Specific Applications - webinars
Online Videos Online Videos Online Videos
Financial Personality Management Training – 1 day
classroom
Human Capital Management Training – 1 day
classroom
Communication Effectiveness Training – half day
classroom
Wealth Mentor Training – 2 day classroom Business DNA Advisor Training – 2 day classroom Communication DNA Advisor Training – 1 day
classroom
Certified Wealth Mentor Implementation required for
Financial DNA Certification – class room, coaching
and webinars over 1 year (Bronze, Silver, Gold)
People Culture Implementation required for Business
DNA Certification – class room, coaching and webinars
over 1 year (Bronze, Silver Gold)
dnabehavior.com

28. dnabehavior.com
Turn-Key
DNA Platform
CRM
Integration
API
Custom Apps
Big Data
DNA Prediction
3 Psychometric Systems Integrated to Your Business
Scale Employee and Client Behavioral Insights for Enhanced Customization
Turn-Key
DNA Platform
Fin Planning
Integration
API
Custom Apps
Suitability Data
DNA Prediction
Turn-Key
DNA Platform
HR MGT
Integration
API
Custom Apps
Performance Data
DNA Prediction

29. DNA App Opportunities Using API
IntegrationsExpanding How DNA Insights Are Used
Financial Services (FinTech &RegTech) Business & Career (HRTech & EduTech) Communication & Experience (Marketing Tech)
Advisor/Client Matching Recruiting & Role Fit Sales Engagement
Behaviorally Driven Portfolios Entrepreneurial Business Development Relationship Building
Intelligent Robo Advice Filtering CEO Talent Customize Web Experiences
Goals-Based Planning Operational Risk Management Custom Selling, Service and Workflow
Wealth Mentoring/ Behavioral Coaching Team Productivity Personality Targeted Advertising
Couple Dynamics and Family Continuity Leadership Coaching
Suitability Compliance Management Career Development and College Selection
dnabehavior.com

30. DNA Behavior
Coming
Soon
Unlocking the Science of Natural
Behavior In Yourself and Others
dnabehavior.com

31. For more information about Business DNA:
Contact:
DNA Behavior
5901 Peachtree Dunwoody Rd
Suite A375
Atlanta, GA 30328
(866) 791-8992
inquiries@dnabehavior.com
www.dnabehavior.com
Contact Us