How they describe themselves: Responsive’s Hybrid Wealth solution boosts advisor productivity and enhances decisions with AI to grow client wealth and loyalty.
How they describe their product/innovation: Symbiosis Next Best Action provides wealth advisors with actionable insights based on client data that grow wealth and mitigate risk.
Product distribution strategy: Direct to Business (B2B)
Bus. Dev. & Press: Meaghan Dampsey, Head of Growth, email@example.com