Wealthbox + Responsive

Modern CRM integrated with AI-driven technology to power client engagement.

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Overview

Responsive is an advice and client engagement platform that helps advisors be more productive by accelerating information gathering and automating key workflows through AI technology. The Wealthbox integration includes a bidirectional data sync and supports process automation for onboarding, account opening, compliance, and CRM maintenance.

Responsive pulls in Wealthbox contact data, including household information, in real time. Client records and households are then synced between the two platforms. If Responsive detects missing data, it will prompt the user to fill in the blanks.
Responsive pulls in Wealthbox contact data, including household information, in real time. Client records and households are then synced between the two platforms. If Responsive detects missing data, it will prompt the user to fill in the blanks.
Contact information is then updated on the Wealtbox Contact record and on the Prioritize dashboard in Responsive.
Contact information is then updated on the Wealtbox Contact record and on the Prioritize dashboard in Responsive.

Resources

Recorded webinar

Optimizing Client Relationships with Responsive AI + Wealthbox

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Blog post

Responsive Partners with Wealthbox to Boost Client Engagement Through AI

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Day Wachell headshot
“Responsive is proud to partner with Wealthbox to provide insightful alerts, advisor actions, and suggestions for contact record updates, so that advisors can see more, know more, and do more for clients. With Responsive, Wealthbox becomes an even more powerful tool to capture revenue opportunities and improve client financial wellness.”

Day Wachell, Cofounder, Responsive

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