Hybrid Wealth Advisor™
Scale advisor productivity and decision making with collaborative intelligence. REQUEST DEMO
Collaborative AI: HUMAN + MACHINE
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. The hybrid advisor service model generates better actions, and evolves enterprise policies and strategies to grow client wealth and loyalty.
EVOLVE
WEALTH TEAM
PERFORMANCE
EVOLVE
WEALTH TEAM
PERFORMANCE
Collaborative AI: HUMAN + MACHINE
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. Our promise is to grow client wealth and loyalty by capturing “moments that matter”..
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.