Responsive
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About
Responsive is dedicated to empowering financial advisors by maximizing their productivity through innovative software solutions. The platform offers workflow automation, client engagement tools, and AI-powered insights to drive engagement and growth in client wealth. With solutions like 'Prioritize', which identifies key opportunities and integrates seamlessly with Salesforce, and 'Dash', which enhances the onboarding experience, advisors can connect more effectively with their clients. Responsive's API-first ecosystem ensures that the value of existing technology is maximized. Their vision includes building relationships with a new generation of investors, while maintaining a strong commitment to human-led financial advice. The company boasts over 1,000 advisory users, 30,000 investor clients, and $72 billion in its advisory network. They prioritize security and compliance, adhering to SOC 2 standards.
Platform
Features
• workflow automation
• ai-powered insights
• salesforce integration
• client engagement tools
• api-first ecosystem
• optimized advisor workflow
FAQs
What solutions does Responsive offer?
Responsive offers software solutions that include workflow automation, client engagement tools, and AI insights to enhance advisor productivity.
How does Responsive enhance advisor productivity?
Responsive enhances advisor productivity through automation tools that identify key opportunities and facilitate seamless client engagement.
Is Responsive secure and compliant?
Yes, Responsive adheres to SOC 2 security and compliance standards for safe financial operations.
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