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
Client Experience
Elevate client service with service excellence and digital convenience.
Process Excellence
Unleash productivity and empower clients with an intuitive collaboration platform.
Communication
Enhance advisor/client communication with multichannel messaging and notifications.
API & Integrations
Seamlessly fuse existing enterprise solutions with a rich set of API’s, integrations and connectors.