Responsive provides a hybrid wealth management solution that enhances advisor productivity through workflow automation, client engagement tools, and AI-driven insights. By streamlining document management and prioritizing actionable client interactions, it enables financial advisors to improve client relationships and drive revenue growth.
Funding
$3.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
EBPASITCFounders
Product
Problem
Financial advisors often struggle with inefficient workflows, fragmented client data, and difficulty identifying the most impactful client interactions, hindering their productivity and revenue growth. Managing documents, onboarding clients, and leveraging technology can be time-consuming and complex.
Solution
Responsive provides a suite of AI-powered tools designed to streamline workflows, enhance client engagement, and prioritize actionable insights for financial advisors. The platform offers an orchestration framework for managing documents and integrations, a digital onboarding experience, and next-best-action software to optimize advisor workflows. By connecting advisors and clients through a seamless digital experience and identifying key opportunities, Responsive aims to improve client relationships and drive revenue growth.
Target Audience
The primary target audience is financial advisors and wealth management firms seeking to improve advisor productivity, enhance client engagement, and drive revenue growth through technology.
Features
- Orchestration framework for managing documents, workflows, and integrations
- Digital client onboarding experience
- AI-powered "Next Best Action" software to prioritize client interactions based on ROI
- API-first ecosystem to maximize the value of existing technology investments
- Integration with Salesforce (Prioritize app)
- Client engagement tools to initiate conversations and drive revenue growth