Responsive helps wealth managers work faster and smarter. We provide enterprise software that empowers advisors, engages clients, and augments decision making. Private managers and banks use our human-centric AI to grow client wealth and loyalty.
The wealth solution designed to empower advisors and engage clients.
Meet expectations with service excellence and digital convenience. Promote transparency with visualizations and notifications.
Align team and technology to optimize service and efficiency. Upgrade advisor productivity with automation and guidance.
Streamline work with a unified practice management framework. Monitor team performance to drive better results.
AI detects changes in client finances, then notifies advisors of Next Best Actions to grow wealth and loyalty.
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.Schedule a Demo
Augment advisor performance with client analytics and Next Best Actions.
Event detection and predictive modelling that brings critical client situations into focus.
Immersive analytics provide real-time context for client service and decision making.
Set advisor priorities with Next Best Actions to grow revenue and loyalty while mitigating risks.
Generic BI solutions promise to be everything to everyone. Responsive is streamlined for wealth team performance.Schedule a Demo