Responsive
HQ Address
2015 Main St, Vancouver, BC V5T 3C2, Canada
Website Address
Business introduction
AI-Assisted Next Best Action to Grow Wealth and Trust
Leverage AI to uncover and prioritize conversations in wealth, banking and insurance
More Productive. More Engaging.
The Responsive Advisor
The future of advice is human. Experienced financial advisors understand clients want holistic advice and not just another sales pitch. Advice is more than a one-time offer, it's ongoing guidance that helps clients build better lives. At Responsive, we build software that helps advisors be more productive and engaging so they can grow client wealth over the long run.
Responsive Solutions
Dash
See More Client Progress Give your advisors super powers Goals - Create and keep track of short and long term financial goals Wealth Map - See more assets, all in one place Performance - Display KPIs related to client accounts over time Retirement Planner - Simplify the retirement planning process ...
business needs
view solutionEnable
Vastly Improve Productivity with Automated Worfklows Leverage comprehensive data to increase advisor situational awareness and prioritize higher-value client actions. Supercharge productivity and connect your preferred advice tools. All the Features You Need Correct and complete CRM details automatically Digital Onboarding Portfolio Management CRM KYC Custodians Security ...
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Prioritize
Prioritize allows your team to: Improve productivity by consistently seeking out and surfacing the Next Best Action. Work strategically by grouping actions in specific areas of focus that align with your goals. Track progress and accurately visualize key performance indicators in real time. Elevate CRM by leveraging valuable insights derived from tax and banking......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
