Helping advisors act on the right opportunity, not just track it.
- Client
- Responsive AI
- Sector
- FinTech
- Where
- Canada
Summary
For Responsive AI, we designed a next-best-action workflow that points financial advisors to the right opportunity instead of leaving them a list to track. It is now used by 20+ advisory firms, with three times more proposals closed and 2.5 times more assets gathered.
“His work is meticulous, thoughtful, and beautifully executed. In fact, the designs he completed directly increased the speed of our development team. A real pleasure to collaborate with.”
Chief Executive Officer, Responsive AI
