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DNA Behavior

Behavioral intelligence platform combining behavior and money insights for personalization

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DNA Behavior is a behavioral science technology platform founded in 2001 that measures natural behavioral traits and attitudes toward money. It provides a behavioral data layer that can be integrated into existing systems such as CRM, HR, marketing, and wealth management tools, or accessed through its own web app. Insights are generated through a Full Scan discovery process and a Digital Scan tool.

The DNAB platform includes employee experience and talent insights, financial behavior insights for wealth managers and advisors, customizable dashboards, and an enterprise API for embedding behavioral data into existing workflows. It also offers Style Match, Zapier integration, customized reports, and training, with options to embed discovery into a website via SDK or build custom products through the API. Consulting services and practitioner training are available alongside the software.

DNA Behavior is designed for organizations of varying sizes, including HR departments, sales and marketing teams, wealth managers, financial advisors, and service-based businesses. Access is offered through subscription packages for the web app, with all packages including the DNA Natural Behavior Discovery, Digital Scan, Style Match, Zapier integration, customized reports, and training.

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