Responsive

Responsive, headquartered at 2015 Main St, Vancouver, BC V5T 3C2, Canada, specializes in AI-assisted Next Best Action solutions aimed at growing wealth and trust in the wealth management, banking, and insurance sectors. The company provides a modular product lineup that enables financial advisors to evolve their tools and services. Key features include advisor-led platforms, prioritized actions, focus modes, team insights, and CRM integration with holistic data. Responsive utilizes AI to maximize engagement and advisor ROI through various use cases such as tax insights, wellness, flight risk, CRM repair, and suitability. The company offers a client dashboard named ‘Dash’ that enhances client communication with features like digital onboarding, engagement, portfolio management, and security. Additionally, the advisor dashboard ‘Enable’ boosts productivity with automated workflows and comprehensive data for situational awareness. Responsive also provides the Persona API to accelerate innovation with comprehensive client data and Persona Elements, a set of prebuilt UI components designed to enhance client dashboard experiences. The company’s solutions integrate with various tools and platforms, including CRM systems, document signing tools, and communication platforms, to enhance functionality.