• Home
  • Visit
    • Plan your visit
    • Meet the team
  • Content
    • Key themes
    • Agenda
    • Related content
  • Speakers
  • Partners
    • Partners
    • Download Prospectus
  • REGISTER YOUR INTEREST
  • CO-LOCATED WITH:
  • Future Identity FinanceFuture Identity Finance

Fintech Talents

Fintech Talents

Kallyas is an ultra-premium, responsive theme built for today websites.

T (212) 555 55 00
Email: sales@yourwebsite.com

Your Company LTD
Street nr 100, 4536534, Chicago, US

  • Home
  • Visit
    • Who attends?
    • Experiences
    • Steering committee
    • Plan your visit
    • Meet the team
  • Content
    • Key themes
    • Agenda
    • Related content
  • Speakers
  • Partners
    • Sponsorship prospectus
  • Co-located events
  • REGISTER NOW

Content

STAY TUNED

Responsive wealth management

by Our Community / Wednesday 16 October 2019 / Published in AI/Machine Learning, Customer Experience, Featured, FinTECHTalents, Innovation, Robotics, Start-ups

Responsive has been able to predict with up to 99% accuracy how and when clients spend money. This helps Responsive work with wealth managers, banks, IFAs, asset managers and insurers to build hybrid advice and holistic client analytics solutions.

What is Responsive – what problem are you solving?

Today’s clients want personalized, holistic advice and expertise. Today’s Advisors and branch workers have to cover more clients and provide deeper value in less time. Responsive helps banks and wealth managers empower frontline workers with Next Best Actions that boost productivity and decision making.

What is a wealth management SOI?

A system of intelligence combines Systems of Record (like CRM, ERP) and Systems of Engagement (mobile apps and user facing software) with machine intelligence to coordinate and automate the decision-making processes that operate a business. In wealth management this means augmenting wealth advisors to better understand and serve clients, while at the same time giving the wealth enterprise the ability to adapt and perfect service strategies and policies. In short, it’s Uber for wealth management!

What type of companies do you work with?

Responsive works with wealth managers, banks, IFAs, asset managers and insurers to build hybrid advice and holistic client analytics solutions.

Responsive helps wealth managers create better experiences and outcomes for clients. Do you have any metrics you can share on the ‘better experiences and outcomes’?

Using the proprietary research technology built by Responsive Chief Science Officer Dr. Logan Grosenick, Responsive has been able to predict with up to 99% accuracy how and when clients spend money. Our behavioural analytics can be used to detect client life changes, opportunities and risks to help provide point in time personalized advice.

What advice would you give new startups in this space?

Focus on the wealth advisor’s experience, and productivity. Or… … just do something in payments or lending 😀

We have an array of craft beers and independent music at FinTECHTalents – Give us a great song to listen to AND tell us your favourite tipple.

Channel Tres – Raw Power. Brass Neck Brewery, Vancouver, BC – Hibiscus Wit

Responsive will be presenting as part of the FinTech Stories Stage at FinTECHTalents this November.


Tagged under: AITT19, FTS, FTT19, Responsive, Splash, Wealth Management

Recent Posts

  • The fintech playbook: Navigating uncertainty

    The fintech playbook – The great recalibration 2023

    ...
  • The 5th edition of the Fintech Talents Festival is returning to The Brewery, London on the 13th – 14th November

    Save the date for the UK’s largest and most imp...
  • Innovating the supply chain

    Eric Van Loon, Deputy CEO at Finventory, spoke ...
  • Automation for the nation

    Chris Kneen, Managing Director for UK & Ire...
  • Forging the future of fintech

    Andrei Gaman, Commercial Vice President at Fint...


  • Home
  • Fintech Talents events
    • Fintech Talents North America
    • Fintech Talents Festival
    • FTT Mutuals
    • FTT Lending 3.0 2024
    • Fintech Talents Road Trip 2024
  • FTT Embedded Finance & Super-Apps events
    • FTT Embedded Finance & Super-Apps North America East Coast
    • Customer Alpha North America East Coast
    • FTT Embedded Finance & Super-Apps North America West Coast
    • Customer Alpha North America West Coast
    • FTT Embedded Finance & Super-Apps Europe 2024
    • Customer Alpha Europe 2024
  • Future Identity events
    • Future Identity Finance North America
    • Future Identity Festival
    • Future Identity Finance 2024
    • Future Identity Customer 2024
  • Content
    • All Content
    • Interviews
    • Opinion
    • Videos
    • Digital Reports
  • VC INNOVATIONS – Accelerated Marketing
  • facebook
  • linkedin
  • youtube
  • twitter

GET IN TOUCH

T 020 8004 5517
Email: info@vcinnovations.co.uk

LONDON
1 Quality Court, London WC2A 1HR
Open in Google Maps

NEW YORK
477 Broadway, 2nd Floor, Suite 1033, New York, NY 10013
Open in Google Maps

QUICK LINKS

  • Home
  • About VC INNOVATIONS
  • Events
  • FAQs

Connect with us

  • facebook
  • linkedin
  • youtube
  • twitter

RECENT POSTS

  • The fintech playbook: Navigating uncertainty

    The fintech playbook – The great recalibration 2023

    ...
  • The 5th edition of the Fintech Talents Festival is returning to The Brewery, London on the 13th – 14th November

    Save the date for the UK’s largest and most imp...
  • Innovating the supply chain

    Eric Van Loon, Deputy CEO at Finventory, spoke ...
  • Privacy Policy
Fintech Talents

© VC Innovations 2018. All Rights Reserved.



TOP
Fintech Talents Road Trip - Paris 2023 - Complimentary Pass


Fintech Talents Road Trip - Berlin 2023 - Complimentary pass


Fintech Talents Road Trip - Stockholm 2023 - Get Involved


Fintech Talents Road Trip - Stockholm 2023 - Complimentary Pass


Fintech Talents Road Trip - Paris 2023 - Get Involved


Fintech Talents NA 2023 - Register your interest


FTT Lending 3.0 2023 - Get Involved


Get your Rockstar Pass

Download the Report



This website uses cookies to give you the best experience. Agree by clicking the 'Accept' button. Read our Privacy Policy.