Posts

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

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