Clients will react differently to the same market events. How will you manage your different clients’ emotions as the market changes?
Applies to: Users of the DNA Web App with access to Market Mood.
Solution Overview:
Clients will react differently to the same market events. How will you manage your different clients’ emotions as the market changes?
For the first time, advisors can predict the Market Mood of clients in real-time as the market changes. Market Mood puts customized communication keys at advisors’ fingertips to be more proactive in taking action and managing clients’ behaviors.
Details on Market Mood:
Step 1
Log in to app.dnabehavior.com using your username and password.
Step 2
To view an Account level view of Market Mood, click ‘Dashboard' and you can view the Market Mood.
Step 3:
To view User specific Market Mood details... (include all of the steps to choose a client)
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