Product Updates & Company News

DNA Blog

How our Wealth Mentors Serve the World’s Families from the Inside Out

Family Wealth Management is not just about dealing with the money. It is also about family purpose, passing down the values, creating a legacy and importantly a great family Quality Life based on healthy relationships. Sounds routine enough, but it’s not easy. To be successful, very experienced and non-biased family facilitators are needed.

Some of our leading Wealth Mentors who have been using the Financial DNA systems for years have mastered the ability to guide families in addressing the unique blend of:

  1. Relationship continuity (the priority)
  2. Values continuity (the priority)
  3. Business continuity
  4. Financial continuity
  5. Philanthropic continuity

One of our Master Wealth Mentors is Mike Beduze who has developed a series of family mentoring and development programs and tools under the Da Vinci Global Consulting brand. To learn more, click on the following link:

DVGC 2017 New Services v1.1

Blog image

New reports, new first impressions

You asked, and we listened.

Last year, we were asked to give the DNA reports a facelift. We agree that first impressions matter so the products team and I spent the month of January working hand in hand with a graphic design firm to give the DNA Reports a major facelift.

At the end of March, the Financial DNA, Business DNA , and Communication DNA reports will all have new report covers which will align with all of the supporting marketing and training collateral we provide.

Our products team currently has their sleeves rolled up converting all of the current co-branding settings to work with the new reports. When this feature goes live, your existing co-branding will appear on the new report, automatically, in the same spot, with the same size and clarity.

DNA image

Hugh-Grey-WS

2017 Trends – Letter from our CEO

At this time of year, I want to thank all of you, our clients and partners, for supporting DNA Behavior. We’ve had an exceptional year and could not have done it without you believing in our mission of guiding people all over the world to become “behaviorally smart” in life, business and financially.

“Good business leaders create a vision, articulate the vision, passionately own the vision and relentlessly drive it to completion.
- Jack Welch

Fifteen years ago, talks about how scientifically based behavioral insights could be used to help people make better decisions, improve communication and grow with greater self-awareness and empowerment were met with glazed eyes. Today, I do not have to be an evangelist for new thinking. People are far more accepting of the power of human behavior in transforming personal and business performance.

In 2017 and the years beyond, our company will be driven by the following trends:

  1. Requiring financial services businesses (and others) to be client-centered, providing, even more, investor and consumer protection
  2. Strengthening operational risk management
  3. Delivering customized experiences (with robotic support), not just another commodity
  4. Improving productivity and workplace engagement through tailored strengths-based talent management

To meet these challenges, we have heavily invested in the “digitalization” of behavioral insights generated by our people analytics platform. We’re now providing:

  • A broader range of API connections to businesses, across multiple fields, so that they can be powered by a behaviorally smart Intel chip.
  • The delivery of a turnkey online wealth-mentoring program, behavioralizing every dimension of the financial planning process through all phases of the client life cycle.
  • Even more business analytics tools, integrating a deeper and broader range of behavioral insights for enhanced risk management and productivity improvement.
  • Remember, you cannot do today’s job with yesterday’s methods and be in business tomorrow. Our team looks forward to serving you to build a stronger “know, engage and grow” platform in your organization during 2017 and beyond.

To you and your families, have a wonderful holiday season.

 

HUGH MASSIE

CEO AND FOUNDER, BEHAVIORAL FINANCE STRATEGIST
1-866-791-8992
Office Address: 5901-A Peachtree Dunwoody Rd. Suite 375 – Atlanta, GA 30328
www.dnabehavior.com

BDNA_Product release notice

New Business DNA features to save you time

2016 will be a year to remember for the entire DNA Behavior team. The enormous growth has been both exhilarating and humbling. The product and development teams, in particular, will remember this year for not only managing our platform growth, but for also designing, developing, and launching a vast set of new features.

A short list of our accomplishments includes an entirely new mobile platform, a standard API kit, connecting Communication DNA to Facebook, and a new Support Center. As exciting as all of the cool enhancements already delivered in 2016, they pale in comparison to what we have launched most recently. Below are the Q4 developments for Business DNA.
Also, links to other enhancements included in this launch are located here for Communication DNA and here for Financial DNA.

Improved Leadership 360 Reporting:
Added section and column headings to the Leadership 360 Report Appendix make interpretation easier.

New Communication DNA client dashboard:
Communication DNA has received a major facelift in this release. Now customers are greeted with the client dashboard (below), after they complete their discovery process.

 

?CDNA-Client-Dashboard-1024x701

Communication DNA social sharing:
Communication DNA participants can now share their results on Facebook, Twitter, Linkedin and via Email.

New Interactive Game for Communication DNA: How do I communicate to others?
DNA Behavior has enhanced nearly 20 million relationships worldwide by educating individuals about their personality and empowering them with tools to adapt their style to meet the needs of others. In this release, we have launched a new game for users to see how they should shape their communication for others.

Faster Comparison, Group & Team Report Generation:
October upgrades included making the creation process for the Comparison, Group and Team Reports easier. Now, we have enhanced the user experience even further to minimize your mouse clicks.

Create a Comparison Report
Create a Team Report
Create a Financial DNA Group Report

Faster client searching:
Behind the scenes changes now make searching for clients and loading customer pages 50% faster. Check it out here.

Support Center integration:
Our Help & Support Center received a face-lift and then integrated into the DNA Platform. Check it out here.

Automatic report descriptions on the client page:
The DNA Platform is packed full of insights and reports. To help you understand the options, we’ve added dynamic text on the report generation screen. Below is what this looks like on the screen. If you want to explore all of the reports, you can by clicking here.

BDNA blog pic 2

 

Brazilian Portuguese updates:
Both Business DNA and Financial DNA have new refined language for our Brazilian-based users, and we’ve made the general experience better than ever.

FDNA_Product release notice

Financial DNA Client Dashboards and other new Features

2016 will be a year to remember for the entire DNA Behavior team. The enormous growth has been both exhilarating and humbling. The product and development teams, in particular, will remember this year for not only managing our platform growth, but for also designing, developing, and launching a vast set of new features.

A short list of our accomplishments includes an entirely new mobile platform, a standard API kit, connecting Communication DNA to Facebook, and a new Support Center. As exciting as all of the cool enhancements already delivered in 2016, they pale in comparison to what we have launched most recently. Below are the Q4 developments for Financial DNA.

Also, links to other enhancements included in this launch are located here for Communication DNA and here for Business DNA.

All new client dashboards:
We’ve added beautiful, engaging client dashboards to Financial DNA. The experiences are full of self-guided videos, engaging graphics and personalized insights to help investors understand their Financial DNA.

Financial-DNA_Client-Dashboard-1024x701 v2

 

New animated graphics:
To drive the data on this dashboard, we’ve launched a series of new animated graphics to show the 5 key drivers for an investor’s financial personality. We’ve also provided clients with simple, easy to understand, descriptions for each key driver. Below are the new graphics that appear in my account (for reference I am Reflective Thinker – generally cautious, a big saver, and budgets everything). Call me biased, but, this is spot on!

FDNA blog pic 2

Quality Life Planning- All new client dashboard:
We’ve also added a whole new web experience to the end of the Quality Life Planning process to deliver users their goals, faster. Also, from this screen, investors can also launch the Quality Life Planning Report for detailed insights.

Quality-Life-Planning_Client-Dashboard-268x300

Financial Personality – All new client dashboard:

With the Financial Personality dashboard, we’ve solved the age old question of Nature vs. Nurture. Now a fun, easy to understand game, clients can compare their Nature vs. Nurture risk scores (driven by their?natural and learned behavior results).

Financial-Personality_Client-Dashboard-268x300

 

Quality Life Discovery – All new client dashboard:

Through the Quality Life Discovery process, we identify investor’s current strengths and struggles for integrating their life goals and finances. An entirely new web experience shows these results and brings these insights together. This new interface reveals the top 2 strengths and top 2 opportunities out of the 8 Quality Life categories: Life Purpose, Career, Finances, Health and Recreation, Community, Relationships, Confidence, and Wisdom.

 

Co-branding now available for Quality Life, Financial Personality, and the Behavioral IPS:
The co-branding options in the DNA Platform now allow you to put your logo on absolutely everything, we’ve made this possibly by expanding co-branding to the Quality Life, Financial Personality, and the Behavioral IPS Reports. In summary, you can now apply your logo to every web page, report, and email in the DNA Platform.

Quality-Life-Discovery_Client-Dashboard-270x300

New Communication DNA client dashboard:
Communication DNA has received a major facelift in this release. Now, customers are greeted with the client dashboard below, as they complete their discovery process on their computer, phone, or tablet.

CDNA-Client-Dashboard-1024x701

Communication DNA social sharing:
Communication DNA participants can now share their results on Facebook, Twitter, Linkedin and via Email.

Communication DNA: How do I communicate with others tool:
DNA Behavior has enhanced nearly 20 million relationships worldwide by educating individuals about their personality and empowering them with tools to adapt their style to meet the needs of others. In this release, we have launched a new game for users to see how they should shape their communication for others.

Faster Comparison, Group & Team Report Generation:
October upgrades included making the creation process for the Comparison, Group, and Team Reports easier. Now, we have enhanced the user experience even further to minimize your mouse clicks.

Create a Comparison Report
Create a Team Report
Create a Financial DNA Group Report

Faster client searching:
Behind the scenes changes now make searching for clients and loading customer pages 50% faster. Check it out here.

Support Center integration:
Our Help & Support Center received a face-lift and then integrated into the DNA Platform. Check it out here.

Automatic report descriptions on the client page:
The DNA Platform is packed full of insights and reports. To help you understand the options, we’ve added dynamic text on the report generation screen. Below is what this looks like on the screen. If you want to explore all of the reports, you can by clicking here.

FDNA blog pic 7

Brazilian Portuguese updates:
Both Business DNA and Financial DNA have new refined language for our Brazilian-based users, and we’ve made the general experience better than ever.

CDNA_Product release notice

New Communication DNA web experience

2016 will be a year to remember for the entire DNA Behavior team. The enormous growth has been both exhilarating and humbling. The product and development teams, in particular, will remember this year for not only managing our platform growth, but for also designing, developing, and launching a vast set of new features.

A short list of our accomplishments includes an entirely new mobile platform, a standard API kit, connecting Communication DNA to Facebook, and a new Support Center. As exciting as all of the cool enhancements already delivered in 2016, they pale in comparison to what we have launched most recently. Below are the Q4 developments for Communication DNA.
Also, links to other enhancements included in this launch are located here for Financial DNA and here for Business DNA.

New Communication DNA client dashboard:
Communication DNA has received a major facelift in this release. Now customers are greeted with the client dashboard (below), after they complete their discovery process.

CDNA-Client-Dashboard-1024x701 (1)

 

Communication DNA social sharing:
Communication DNA participants can now share their results on Facebook, Twitter, Linkedin and via Email.

New Interactive Game: How do I Communicate to others?
DNA Behavior has enhanced nearly 20 million relationships worldwide by educating individuals about their personality and empowering them with tools to adapt their style to meet the needs of others. In this release, we have launched a new game for users to see how they should shape their communication for others.

Faster client searching:
Behind the scenes changes now make searching for clients and loading customer pages 50% faster. Check it out here.

Support Center integration:
Our Help & Support Center received a face-lift and then integrated into the DNA Platform. Check it out here.

Automatic report descriptions on the client page:
The DNA Platform is packed full of insights and reports. To help you understand the options, we’ve added dynamic text on the report generation screen. Below is what this looks like on the screen. If you want to explore all of the reports, you can by clicking here.

CDNA blog pic 2