DNA Behavior Unveils Financial DNA Market MoodTM- The Financial Service industry's first behavioral finance solution triggered by the market's real time movements

Top Quote DNA Behavior today unveiled Market Mood powered by Financial DNAŽ, the world's first behavioral finance solution for managing individual clients' emotional responses driven by real time financial market performance. End Quote
  • Atlanta, GA (1888PressRelease) March 24, 2015 - "In volatile markets, investor clients' confidence of the market is lowered. When client behaviors are not properly managed, this low level of market confidence often shifts to a belief that the advisor's performance is not adequate for achieving the client's financial and life goals. In the past, sensing a client's fear of the market and managing these behaviors has been an instinctual talent which varies by advisor. In creating Market Mood, we set out to remove the guesswork by using an objective process to identify each client's emotions during volatile markets and solve this key challenge facing advisory firms." said Hugh Massie, President of DNA Behavior.

    "Client retention issues are created for firms in volatile markets which multiply the negative effects volatile markets have on advisory firms. Market Mood is our most exciting product launch to date, both for Financial DNA and for the financial services industry as a whole. It solves a major problem that advisory firms face during times of market volatility, prioritizing the management of clients based on market fear and providing key insights to develop client retention strategies for the firm." Massie continued.

    Market Mood introduces a revolutionary process to client behavioral management. The solution features both a client view and a firm dashboard view.
    1. Upon logging into the web based solution, advisors first review their Market Mood dashboard, which shows a list of their own clients prioritized based on level of market fear and action steps for each (email, phone or in person meeting) based on their unique behavioral style.
    2. An advisor then reviews the client dashboard for individual client level reporting, which provides behaviorally driven management keys and powerful questions to boost the client's market and advisory confidence level.
    3. Compliance departments and firm leadership also benefit from the features of Market Mood with the ability to measure the Market Mood of the entire firm across multiple advisors to manage the client retention strategies during volatile markets.

    What advisors are saying about Market Mood:
    "Market Mood is a brilliant tool that enables advisors to dynamically manage all of the different styles of their clients to market movements." Frank Danielson, Senior Financial Planner, Assante Captial Management Ltd.

    "I have been looking for a solution to easily provide a consistent behavioral management experience as we grow out my firm. Market Mood will allow me to ensure that everyone on our staff follows the prescribed action steps to manage client's behaviors." Rick Helbing, Owner at Suncoast Advisory Group.

    About DNA Behavior:
    DNA Behavior is an international relationship management firm that helps financial services organizations become client centered using validated behavioral insights on a scalable basis. The business was established in 2001 and is the global leader of the behavioral management revolution for enhancing relationships and unlocking human potential. DNA Behavior's primary goal is to make behavioral intelligence practical and usable for organization's to "Know, Engage and Grow" every employee and client online.
    For more information, please visit

    Press Contacts:
    Leon Morales
    DNA Behavior
    inquiries ( @ ) dnabehavior dot com
    770-274-0311 ext 703

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Contact Information
  • Leon Morales
  • Dna Behavior
  • 5901A Peachtree Dunwoody Road Suite 375
  • Atlanta, GA
  • 30328
  • Voice: 7702740311 (703)