PRIORITIZE
AI-Powered Next Best Action for Wealth, Banking, and Insurance
By Responsive Financial Technologies Inc
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $49 per user per month
- Listed since
- 2024
About PRIORITIZE
Uncover and categorize high ROI conversations for your team.
PRIORITIZE is a purpose-built Next Best Action engine tailored for financial institutions, strategically crafted to enhance relationships and drive revenue growth. Harnessing the power of both external and internal data sources, its advanced AI engine identifies, presents, and categorizes actionable insights for your team.
Highlights
- QUICK SETUP Get up and running with PRIORITIZE in no time. Our simple setup process ensures your team can start leveraging high-impact insights and taking action swiftly, maximizing your return on investment from day one.
- PRIORITIZED ACTIONS Target the opportunities and risks that truly matter to your clients and your business. PRIORITIZE identifies and organizes next best actions, empowering your team to maximize revenue and enhance client engagement.
- FOCUS MODES Foster strategic work throughout your organization. Our tailored focus modes are designed to facilitate deep work, boosting revenue growth, data quality, and client engagement.
- CRM + HOLISTIC DATA Utilize insights from banking, investments, and tax data to streamline information management and gain a holistic view of your clients. Equip your team with the knowledge to provide more personalized and effective advice.
Screenshots
Image 1 of 6
Pricing
Paid, from $49 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Lite | $49 per user | Monthly |
| Essential | $149 per user | Monthly |
| Pro | $249 per user | Monthly |
Learn more about our pricing and contact sales from our website https://www.responsive.ai/prioritize-for-salesforce
Compatibility
- Works with
- Financial Services Cloud
- Requires
- Financial Services Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 30, 2024
- Industries
- Financial Services
- Languages
- English