Investor DNA® - The Science of Investor Behaviour.
At the heart of creating an exceptional client experience is understanding your client. Investor DNA® goes beyond the traditional risk assessment profile, delivering powerful insights that enhance every step of the financial advice process. Based on science, Investor DNA® enables a personalised experience and a deeper client relationship, creating a client for life.
Research confirms that financial advisers who build a deeper client relationship generate 26% more revenue and up to 5X more profit per client.
Company Details
- Address
- Melbourne, Victoria 3145, Au
- Industry
- Business Consulting And Services
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting ServicesOther Management Consulting Services
- Website
- http://www.investordna.com.au
- Keywords
- Melbourne.
- HQ
- Melbourne, Victoria
Investor Dna Questions
Investor Dna's website is http://www.investordna.com.au
Investor Dna's LinkedIn profile is https://au.linkedin.com/company/investordna
Investor Dna's industry is
Business Consulting and Services
Investor Dna's top competitors are
Procruit,
Investordna,
Only My Content,
Peak Asset Management,
Atlassian,
Mtn,
Leveragingleads.
Investor Dna's categories are Business Consulting and Services
