Responsive.AI @responsiveai
The future of advice is human. Grow wealth and trust with Responsive's full stack wealth management platform powered by holistic data. responsive.ai Vancouver, BC Joined March 2015-
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Dive into the latest #AdviceArchitects episode with @jasonpereira! Explore a future where #financialplanning is more than numbers—it's about life aspirations, human connection, and balancing tech with touch. A must-listen for financial advice providers - responsive.ai/blog/advice-ar…
Join @davyde Wachell and @ScottReddel of @Accenture as they discuss the significant transformations in #wealthmanagement, the evolving needs of clients and the pivotal role of technology in shaping the future of financial #advice. responsive.ai/blog/advice-ar… #wealthtech #advisors
Global #wealth declines for first time since global financial crisis of 2008 – Wealth increases recorded for Russia, Mexico, India and Brazil. 🆕Global Wealth Report 2023 by @UBS (& @CreditSuisse): ubs.com/global/en/fami… #wealthManagement #PrivateBanking
In this interview, @roryshenry engages in a thought-provoking conversation with @davyde, CEO of @responsiveai. Davyde discusses the Hollywood Strike and the current use case of leveraging AI to expand the reach of a Korean Pop star’s digital presence. They explore how a person’s…
Dive into the latest episode of the #AdviceArchitects #podcast in which Cara Dailey discusses the intricacies of #AI, #data products, and the challenges they present. Listen here: responsive.ai/blog/advice-ar… #wealthtech #wealthmanagement #advisors #ChatGPT
On the #Bankadelic #podcast, @LouCarlozo63 talks @davyde Wachell, about how financial #advisors can leverage #tax data and use #AI to get a full picture of a client's financial situation and provide better advice. soundcloud.com/bankadelic/epi… #wealthtech #WealthManagement
An entertaining and wide-ranging conversation! Thanks to @roryshenry and @WealthManagem19 for making it happen. #podcast #wealthtech #wealthmanagement
An entertaining and wide-ranging conversation! Thanks to @roryshenry and @WealthManagem19 for making it happen. #podcast #wealthtech #wealthmanagement
Watch our Demo Day 2023 presentation by CEO @davyde (Day) Wachell. Contact us for a full demo and to find out more about our "zero integration" Proof of Concept. hubs.ly/Q01X7JKd0 via @FinTechLab #wealthtech #advicetech #fintech #wealthmanagement
Canadians are twice as likely to change #wealthmanagers compared to their global counterparts – 45% of respondents are looking to add, switch or move providers in the next 3 yrs Read: 2023 EY Global Wealth Research Report hubs.ly/Q01X7M8W0 via @UrsBolt #WealthManagement
In case you missed it, join Adam Holt and @davyde Wachell as they discuss the importance of client engagement and how mapping assets can help. Listen here: hubs.ly/Q01WVptF0 #wealthtech #advicetech #advice #advisors #wealthmanagement
Don't miss Episode 10 of the #AdviceArchitects podcast featuring Adam Holt, founder of @AssetMapLLC. Discover how a simple "asset map" can revolutionize advisor-client engagement and the role of #technology in scaling the value proposition of #advisors. hubs.ly/Q01VPfg30
#Artificialintelligence certainly has a role to play in #financialservices, but it will not sound the death knell for human relationships. But human #advisors augmented by #AI and #dataanalytics will reign supreme. hubs.ly/Q01SRpx60 by @YuriBender @FT_PWM via @UrsBolt
"The system should be much more active, much more proactive in telling #advisors what they should do next to help them improve their practice." ~ @craigiskowitz ICYMI, listen to Episode #3 of the #AdviceArchitects #podcast: hubs.ly/Q01ShzlC0 #wealthtech #wealthmanagement
Don't miss the Demo Day for the @FinTechLab - Jun 22, 2023 at 9:00 am ET. If you're in the #NewYorkCity area and want to attend in person, sign up here: hubs.ly/Q01Rvv3j0 #wealthtech #fintech #innovation
Listen to @kennyt5 in convo with @davyde Wachell about why the future of advice is hybrid. #AdviceArchitects Ep.9 – Using Data to Power the Client Advisor Partnership: hubs.ly/Q01R1d9Y0 #wealthtech #dataanalytics #advisors #wealthmanagement #data
These four trends are reshaping financial #advice according to @MichaelKitces: 1. New #Technology 2. The Great Convergence 3. Crisis of #Differentiation 4. The Search for New Business Models Full post here: hubs.ly/Q01QrDj-0
We'll be at #Wealthstack2023 next week. Hope to see you there!
If you're a business leader in #wealthmanagement, you're going to want to listen to Kendra Thompson's (@kennyt5) discussion with @davyde (Day) Wachell about the power of #data-driven insights for your business. Listen: hubs.ly/Q01QcqfZ0 #AI #dataanalytics #wealthtech
Three scenarios that show how timely tax data can augment #wealthmanagement #CRMs and enable #advisors to deliver better advice, drive more revenue and enhance compliance. Read the full post here: hubs.ly/Q01P7JQv0 #wealthtech #financialadvisors #compliance #fintech

Craig Iskowitz @craigiskowitz
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