Traditional core values along with old-fashioned support and service meets the future
The Croft Financial Group is partnered with Responsive.ai to offer Portfolio Managers, financial service professionals and investors a complete digital experience. Traditional core values along with old fashioned support and service, enhanced by innovative and enlightened financial technology for client on-boarding, relationship management and account monitoring for investors. A platform you can build on.
Personalized service and elegant digital experience
Reimagine the Client Experience
Digital Convenience. Real Time Insights. Brand Sovereignty. Personal Service.
- Compliment high-value advisor touch-points with intuitive anytime/anywhere experiences
- Simplified onboarding, mobile access and advisor messaging
- Quarterly reports, performance dashboard, notifications and newsletters
Achieve Process Excellence
Unlock Performance. Grow AUM. Increase Efficiences. Focus on Client Needs.
- Unleash productivity and empower enterprise users with an intuitive, easy to use multi-mode platform.
- Continuous client understanding and portfolio monitoring helps keep advisor focus on client needs.
- Quick onboarding and automated workflows mean high conversion rates for prospects.
- Automate and streamline front and back-office operations. Reduce low value work.
Become Connected and Responsive
Collaborate. Increase Productivity. Enhance Conversions. Share Understanding.
- Multi-channel alerts and reminders drive team focus.
- Notifications and dashboards keep advisors aware of new client leads and onboarding progress.
- Workflow automation ensures successful handoffs between enterprise users.
- A centralized platform means fewer dropped signals and more organizational awareness.
Innovate with API and Integrations
Flexible Integrations. Headless Infrastructure. Modular Rollout. Control your Destiny.
- Seamlessly fuse existing enterprise investments like CRM, messaging, trading, and accounting systems with a rich set of API’s, integrations and connectors.
- Use Responsive infrastructure through API to build your own bespoke client experience, or integrate with your own technology eco-system
- Use the Responsive Hybrid micro-services to accomplish incremental wins by next quarter without boiling the ocean.
- Responsive API’s and micro-services play well with others. Choose the best tools for the job without getting locked in.