3 min read
Sajid Sabreen: November 17, 2025
Through its partnership with DNA Behavior, a Top 25 RIA firm transformed its custodian referral pipeline using Digital Scan’s predictive behavioral...
4 min read
Hugh Massie: February 15, 2024
By connecting DNA Behavior with Slack, Kemp Financial Management was able to simplify processes and enrich client relationships!
2 min read
Hugh Massie: December 18, 2023
By teaming up with DNA Behavior, Centurion Financial was able to set a new standard for the client experience!
3 min read
Hugh Massie: September 18, 2023
When it came to building a client-centered approach to wealth management, Arete Bank turned to DNA Behavior for the human data they needed.
3 min read
Hugh Massie: August 21, 2023
Legacy Planning Advisors tapped into the resources of DNA Behavior to craft highly personalized financial experiences for their clients.
4 min read
Hugh Massie: July 17, 2023
AMP’s wealth management team achieved remarkable results by using the DNA Web App to enhance the employee and client experience.
