Responsive.ai | Solutions

Prioritize

Our purpose-built Next Best Action solution tailored for financial institutions, strategically crafted to enhance relationships and drive revenue growth.

Identifies opportunities and enables action
Tracks your team performance and other indicators
Streamlines information management

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Prioritize for Salesforce

Next Best Action app for Salesforce that maximizes value on advisor book, improves workflow efficiency, and increases client engagement.

Seamlessly integrates with your existing Salesforce setup
Easily connects with external data sources
Includes custom actions editor

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Dash

Our client-facing solution that enables clients to see their assets, initiate transactions, open accounts, create goals, and connect with their advisor.

Streamlines workflows and enables efficiencies
Enables clients to self-initiate actions
Enhances marketing campaigns and content delivery

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Enable

The advisor orchestration framework that boosts productivity with workflow automation, integrations, and a comprehensive client view compatible with your CRM.

Automates workflows and tracks task completion
Orchestrates back-office, CRM, and integrations
Locates and centralizes client information

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Persona API

Our innovative account integration solution tailored for clients and advisors, designed to optimize connections and deliver enhanced value.

Connects to internal and external data sources
Consolidates fragmented data into a unified model
Enables engagement strategies

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Our solutions

Prioritize

Prioritize for Salesforce

Dash

Enable

Persona API

Supercharge your advice teams.
Reach out.

Our solutions

Prioritize

Prioritize for Salesforce

Dash

Enable

Persona API

Supercharge your advice teams.Reach out.

Supercharge your advice teams.
Reach out.