AI-Assisted Next Best Action to Grow Wealth and Trust

Leverage AI to uncover and prioritize conversations in wealth, banking and insurance.

advisor-led platform

Never miss an important conversation

Increase productivity and easily find the next best action with Responsive AI
Prioritized Action

Focus advisor time on high ROI conversations

Work strategically and focus on specific areas of interest with Responsive AI
Focus modes

Prioritize revenue, risk, wellness and data quality

Align performance and incentive to drive measurable results with Responsive AI
Team Insights

Align performance and incentives to drive results

Boost CRM with insights from tax and banking sources with Responsive AI
CRM + Holistic Data

Boost CRM with insights from banking and tax

Use cases

AI deployed to maximize engagement and advisor ROI

Tax Insights

Use taxes to advise more AUM and boost personalization.


Engage clients during turning points to deepen trust.

Flight Risk

Connect with vulnerable relationships to protect AUM.

CRM Repair

Improve CRM quality with nudges and automation.


Identify changes to client situations to reduce risk.


Increase satisfaction by reducing email traffic and errors.

A modular Platform

Tools for the modern advisor

Use our advisor and client-facing solutions together, or build your own workstation using our APIs and micro frontend services.


Make clients an active part of their financial journey.

Persona API

Accelerate innovation with comprehensive client data.


Supercharge productivity with seamless workflows.

Persona Elements

Connect with your clients using visual wealth stories.

Empower your organization and maximize its potential

Book a demo and learn more about how Responsive can help your firm achieve better results.