The Optimized Wealth Enterprise.
Responsive is transforming how private wealth managers and institutions serve clients. That’s why we designed two complimentary solutions to enhance the wealth advice ecosystem.
The end-to-end hybrid wealth platform that reduces CAC and cost-to-serve.
Client insights that enhance lifetime value through retention, growth and NPS.
REDUCE COST TO SERVE
Hybrid means trusted personal relationships and elegant digital experiences.
Provide clients with an intuitive and convenient digital experience.
Automation to streamline and simplify workflows.
API’s, integrations, and connectors help leverage existing technology investments.
PEACE OF MIND
Mitigate regulatory costs with compliance monitoring that never sleeps.
ENHANCE LIFETIME VALUE
Groundbreaking analytics to identify powerful new client growth strategies.
Empower advisors to focus on the client relationship. Expand wallet share and nurture client’s unique wealth strategy.
Leverage firm data to identify high value clients and aid CRM research teams designing competitive policies.
Understand the impact of enterprise-wide Growth and Retention strategies on aggregate client lifetime value.
Reinforce trust by identifying important client life events and intervene quickly with accurate investment strategies.
Upgrade your wealth enterprise.
Talk to Responsive about a bespoke solution that can unlock new value by next quarter.
The Responsive Team
Responsive is a Vancouver-based company committed to software that optimizes personal wealth. Our mission is rationalize and humanize wealth management using bio-inspired machine learning and intuitive user experience design. Our goal is to make investing more meaningful and personal for everyone, by collaborating with forward-looking institutions and private businesses.
10+ years in FinTech. Built infrastructure for banks. Created platform to manage $1.2 Billion
Business Development Advisor
Strategist & PM at Telus, Accenture, BHP Billiton and IBM.
Product and Compliance Specialist
Managed $4 billion for 7+ years
Finance Faculty at Haskayne School of Business
BSc Biology, RA Neuropsychology
D3.js magician and one-woman show.
Phd Electrical and Computer Engineering, MA Economics
Full Stack, Dev Ops, obsessed with control systems
Full Stack Dev, Philosopher, Superlative.
Creative thinker, designer, writer, asker of uncomfortable questions