AI-powered behavioral assessments give coaches the information they need to connect with people from day one.

Imagine being able to walk into a first meeting with a lead and already know how to speak their language. I’m not just talking about the industry jargon or their job title—but how they think, communicate, and make decisions.

Welcome to the power of Digital Scan—behavioral intelligence at the very first touchpoint.

What Is Digital Scan? A Quick Recap

Digital Scan is an AI-powered tool that predicts a person’s behavioral style from just a few basic inputs—like name, job title, company, or LinkedIn profile. Without a traditional questionnaire, it generates a forecast of a person’s natural communication style, decision-making process, and risk tolerance from their digital footprint.

And here’s what sets it apart: it integrates seamlessly with DNA Behavior’s full ecosystem. Even as a forecast, the insights can be used in comparison reports, team tools, and coaching workflows—just like a traditional DNA Discovery.

It’s fast, reliable (70–75% accurate), and scalable. But most importantly, it's actionable.

Meet the Four Personas of Digital Scan

In 2025, we’re adding an additional layer of behavioral marketing intelligence to the platform. That’s why we developed four core Digital Scan personas—designed to be intuitive for marketers and immediately familiar to behavioral professionals, especially those transitioning from systems like DISC.

Each persona represents a distinct way people interact, make decisions, and process information:

• Take Charge – Direct, results-focused, and confident. These individuals thrive on action and efficiency.
• Outgoing – Social, enthusiastic, and expressive. They value connection, collaboration, and energy.
• Patient – Calm, reliable, and empathetic. They build trust over time and lead with stability.
• Planned – Structured, detail-oriented, and methodical. They value precision, planning, and clarity.

These personas don’t just reflect “personality”—they translate into communication preferences, buying behavior, and team dynamics. That’s why they’re so powerful for modern marketers and behavioral strategists alike.

In a world of noise, personas help clarify the signal. Whether you’re running a campaign, closing a deal, or planning a team workshop, these four lenses give you a practical, scalable way to personalize the experience—and get results.

Interested in learning more about personas?

👉 4 Reasons to Focus on Marketing Personas in 2025

Sales and Marketing Alignment Reimagined

In any industry where human connection drives outcomes—especially in finance, insurance, and advisory work—Digital Scan is a secret weapon for sales and marketing teams.

Here’s how it works in practice:

1. Client Lead Information is Captured and Scanned
   • A prospect fills out a form or downloads a resource. With just a few data points, they’re able to run a Digital Scan.
   • Within seconds, the system predicts their communication style, decision-making speed, and likely risk profile.
2. Lead Is Matched with the Right Advisor
   • Based on behavioral alignment, the lead is paired with a rep or advisor whose style naturally complements theirs.
   • Meetings are set up with insight, not guesswork.
3. First Meeting, First Impression
   • The advisor uses Digital Scan insights to tailor their tone, structure the conversation, and address objections before they arise.
   • They present information in the way the prospect will best receive it.
4. Interest Sparks a Full Discovery
   • When the client shows interest, the advisor invites them to complete the full DNA Discovery.
   • Now, they have validated behavioral data, refined risk profiles, and access to deeper tools like comparison reports.
5. Couples Comparison? No Problem
   • The advisor can generate a side-by-side view of a couple’s full scan results using the DNA Web App.
   • This is perfect for visualizing joint decision-making and helping clients understand their dynamics in financial planning.
     
     

Real Results: Sales Conversations That Stick

This process works—whether you're a lean startup or a global enterprise. Digital Scan is already being implemented in large advisory networks, including one use case where it was deployed across a firm with 10,000+ employees.

Why? Because personalized engagement works. Sales go up. Meeting no-shows go down. And clients feel understood from the first second.

And let’s be real...

When it comes to money, connection matters more than ever.

From Theory to Reality: It’s Been Done Before

This isn’t our first time helping firms understand their leads at scale. Our long-form behavioral assessments have powered inbound lead strategies for years.

Check out this case study:
👉 Customer Spotlight: AMP

But now, with Digital Scan, this same approach can be automated before the first email or phone call. It’s faster. It’s scalable. And it sets a new standard for understanding people at the speed of business.

The Science Behind the Strategy

At its core, Digital Scan addresses a basic human truth: birds of a feather flock together. When sales reps and clients “speak the same language,” things just click—deals close faster, relationships last longer, and satisfaction increases.

Read more about The Science of Digital Scan.