Aligning technology and team to help clients win.
Reimagine the Client Experience
Digital Convenience. Real Time Insights. Brand Sovereignty. Personal Service.
- Compliment high-value advisor touch-points with intuitive anytime/anywhere experiences
- Simplified onboarding, mobile access and advisor messaging
- Quarterly reports, , performance dashboard, notifications and newsletters
- Customized white label with enterprise branding, onboarding workflows and targeted communication
Achieve Process Excellence
Unlock Performance. Grow AUM. Increase Efficiences. Focus on Client Needs.
- Unleash productivity and empower enterprise users with an intuitive, easy to use multi-mode platform.
- Continuous client understanding and portfolio monitoring helps keep advisor focus on client needs.
- Quick onboarding and automated workflows mean high conversion rates for prospects.
- Automate and streamline front and back-office operations. Reduce low value work.
Become Connected and Responsive
Collaborate. Increase Productivity. Enhance Conversions. Share Understanding.
- Multi-channel alerts and reminders drive team focus.
- Notifications and dashboards keep advisors aware of new client leads and onboarding progress.
- Workflow automation ensures successful handoffs between enterprise users.
- A centralized platform means fewer dropped signals and more organizational awareness.
Transform Enterprise Governance
Design Policy. Orchestrate Roles. Foster Accountability.
- Checkpoints, signoffs and notifications make clear “who” is responsible, and “what” actions are required.
- Set policy at a high level, and ensure your team works within a well designed framework. Portfolio and Investment Policy Rule Designers that use automation keep you on mandate.
- User management, role definition, and performance monitoring.
- Straightforward out-of-the-box business intelligence helps your team learn and succeed.
Preserve Bandwidth. Be Proactive. Maintain Peace of Mind.
- Mitigate increasing regulatory costs with compliance monitoring and exception handling that never sleeps.
- Meet international regulatory requirements with customizable and granular compliance workflows.
- Systematize back-office with a full audit trail. Compliance monitoring and dashboards keep the compliance team in front of issues.
- Total capture and rules based processes means exceptions are actionated and nothing is missed.
Innovate with API and Integrations
Flexible Integrations. Headless Infrastructure. Modular Rollout. Control your Destiny.
- Seamlessly fuse existing enterprise investments like CRM, messaging, trading, and accounting systems with a rich set of API’s, integrations and connectors.
- Use Responsive infrastructure through API to build your own bespoke client experience, or integrate with your own technology eco-system
- Use the Responsive Hybrid micro-services to accomplish incremental wins by next quarter without boiling the ocean.
- Responsive API’s and micro-services play well with others. Choose the best tools for the job without getting locked in.
UPGRADE TEAM PERFORMANCE
OPTIMIZEd FOR CLIENT SERVICE
Don’t wait to adapt. Responsive HYBRID can unlock ROI in 12 weeks. Get in touch for a free consultation and delivery plan.