Responsive
Curated by SignalRobo-advisory platform enhancing wealth management through AI-driven insights.
Overview
Responsive operates within the fintech sector by offering robo-advisory solutions aimed at wealth managers. The platform includes an AI-assisted next best action engine, a customer relationship management (CRM) system, and a modular design intended to improve the productivity of financial advisors. By utilizing advanced algorithms and integrating data from banking and tax sources, Responsive facilitates wealth managers in providing personalized investment advice and portfolio management at scale. The target audience comprises businesses in wealth management, banking, and insurance sectors, which may experience enhanced client communication and data-driven decision-making. Responsive's mission is centered on enabling organizations to grow wealth and trust through visual wealth narratives and comprehensive client data.
Key facts
- Founded
- 2015
- Headquarters
- Beaverton, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 1 product or service
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Contact
- Primary office
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