Entries by Ryan Scott

How To Build Client Trust: A Financial DNA Product Upgrade

When we design feature improvements for Financial DNA, we look at the hot topics that are raised in our Wealth Mentor training and Advisor Community events. Last year, a hot topic was, how to build client trust. I am excited to announce that today, we released an update to the Trust scoring model for Natural […]

One Way a DNA Solution Plays a Role in an Organization’s Big Picture

I was lucky to be part of the team representing DNA Behavior International at a recent 24-hour event in which teams competed to prototype technology for PNC Banks Asset Management Group. We were there alongside other API (application program interfaces) solutions vendors including Microsoft, IBM, and Envestnet Yodlee. The competition was a great opportunity to […]