Capture What
Everyone Misses

Deepen your engagement and productivity for wealth, banking and insurance

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The Only Tech That Delivers IRS Data Insights

Pull records from the IRS to learn new things about your clients that you don't already know

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Trusted Internationally
by Top Firms

The flexible framework designed for elevated engagement, productivity and insights. Use Responsive as your core solution, or plug and play a single module with your existing platform.

Clients in U.S., Canada, and Europe

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Closed

4k+

Active
Advisors

40B+

Assets Under
Management

Industries:

Wealth Management

Insurance

Banking

Use Cases:

Revenue opportunities
Compliance and risk
Improve productivity for advisors
Identity verification
Digital onboarding
Enhance client dashboard experience
Improve advisor communication
Reduce costs to serve clients

With Responsive, we are able to build relationships with the next generation of investors, providing them with the user experience they demand.

Stephen Au, CEO, Genus Capital

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Capture WhatEveryone Misses