Next Best Actions that build wealth and trust

Use AI to prioritize opportunities hidden beneath the surface. Strengthen client confidence with better insights for wealth, banking and insurance advisors.

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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 Investments IconInsurance IconBanking Icon

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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