In their own words:

• Responsive leverages AI to uncover and prioritise conversations in wealth, banking and insurance
• Responsive helps advisors to increase productivity and easily find the next best action
• Responsive uses AI to help advisors focus on the right conversation

Synopsis:

• AI-Driven Insights: Leverages AI to analyse client data and provide actionable recommendations for advisers, optimising client interactions and boosting revenue.
• Workflow Optimization: Streamlines advisor workflows by automating tasks and integrating with CRM systems, freeing up time for high-value client interactions.
• Data-Centric Approach: Aggregates data from multiple sources to create a comprehensive client view, enabling personalized advice and cross-selling opportunities.

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