Responsive
Responsive offers AI-assisted Next Best Action solutions for wealth management, banking, and insurance sectors, providing modular products for financial advisors and client engagement tools.
Services
Responsive offers AI-assisted Next Best Action solutions targeted at the wealth management, banking, and insurance sectors. Their services aim to grow wealth and trust through advisor-led platforms that include prioritized actions, focus modes, team insights, and CRM integration. The company maximizes engagement and advisor ROI through use cases such as tax insights, wellness, flight risk, CRM repair, and suitability.
Products
Responsive provides a modular product lineup designed to help financial advisors evolve their tools and services. The company offers Dash, a client dashboard aimed at improving client communication with features like digital onboarding, engagement, portfolio management, and security. They also offer Enable, an advisor dashboard that enhances productivity with automated workflows and comprehensive data for situational awareness. Additionally, Persona API accelerates innovation with comprehensive client data, and Persona Elements includes prebuilt UI components designed to enhance client dashboard experiences.
Features
Responsive features include advisor-led platforms, prioritized actions, focus modes, team insights, and CRM integration with holistic data. Their solutions utilize AI to provide various use cases, such as tax insights, wellness, flight risk, CRM repair, and suitability, thereby maximizing engagement and advisor ROI. The company integrates with numerous tools and platforms, enhancing functionality through CRM systems, document signing tools, and communication platforms.
Headquarters
Responsive is headquartered at 2015 Main St, Vancouver, BC V5T 3C2, Canada. The company leverages its strategic location to innovate and provide AI-assisted solutions to the wealth management, banking, and insurance sectors globally.