Communication Styles, Behavioral Biases, and Risk Profiles will soon power your CRM with
the Financial DNA App for Salesforce. Review the slide share below to see the features of our
newest CRM integration.
About the process:
1. A 20-minute time commitment for clients
Identify the complete financial personality of your client in 1 simple, web-based questionnaire.
2. Immediate results
Financial DNAs behavioral finance platform provides a clients communication style, behavioral biases, and risk profile.
3. Identify the best client fit
Advisors naturally engage only 40% of clients. Behavioral finance closes the “Relationship Gap” with the remaining 60% to identify the best opportunities.
4. Training and Support every step of the way.
In guiding our vision, all Financial DNA Packages include help to onboard, support, and train advisors.
About the author:
Ryan Scott – Manager, Product Development and Integrations
As the Manager of Product Development and Integrations, Ryan designs, develops, and maintains all of the web-based DNA Behavior products and solutions in addition to providing support for clients.
He has a passion for creating and implementing efficient business processes and leveraging technology throughout our business. Read more