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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Partners Logos - Coft Financial Group
Partners Logos - OP Financial Group
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Partners Logos - FinTech Innovation Lab
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Partners Logos - Kinsted Wealth
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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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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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