Evolve Wealth Team Performance

Upgrade your practice. Boost advisor productivity. Enhance decisions with AI to grow client wealth and loyalty.
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Adapt for Success: The New Wealth Enterprise

Digital challengers are provoking clients to expect more. Staying competitive means focusing on your unique offering and valuable relationships. HYBRID couples White Glove quality with Silicon Valley agility.

HYBRID WEALTH ADVISOR™

The wealth solution designed for empowering advisors and engaging clients.

CLIENT
ENGAGEMENT

Meet expectations with service excellence and digital convenience. Promote transparency with client and advisor facing holistic dashboards.

ADVISOR
PRODUCTIVITY

Align team and technology to optimize service and efficiency. Augment advisor performance with automated workflows and notifications.

OPTIMIZED
ENTERPRISE

Streamline operations with a unified practice management framework.  Monitor team performance to drive better results. 

COLLABORATIVE
INTELLIGENCE

Next Best Actions keep focus on opportunities and risks. Detect changes in a client finances. Connect to capture loyalty and grow wealth.

Collaborative AI:
The HUMAN + MACHINE Advantage

Responsive is a hybrid wealth advisor solution for banks and private managers. Our difference is behavioral data analysis that enables advisors to identify and act on client opportunities and risks. HYBRID is a “human-centric” service model that generates better actions, by evolving enterprise-wide policies to grow client wealth and loyalty.

Collaborative AI:
The Human + Machine Advantage

Responsive is a hybrid wealth advisor solution for banks and private managers. Our difference is behavioral data analysis that enables advisors to identify and act on client opportunities and risks. HYBRID is a “human-centric” service model that generates better actions, by evolving enterprise-wide policies to grow client wealth and loyalty.

RESPONSIVE SYMBIOSIS

Anticipate Client Needs

Event detection and predictive modelling that brings critical client situations into focus.

Understanding at a Glance

Immersive dashboards and analytics provide real-time context for client service and decision making.

Understanding at a Glance

Immersive dashboards and analytics provide real-time context for client service and decision making.

Act When It Matters

Set advisor priorities with actionable insights that focus on growing revenue, increasing loyalty, and mitigating risk.

CALIBRATED
FOR WEALTH

DESIGNED WITH ONE PURPOSE

Generic BI solutions promise to be everything to everyone. Responsive is streamlined for wealth team performance.