SOLUTIONS

Prioritize for Salesforce

Purpose-designed to improve relationships and revenue for wealth, insurance and private banking.

Powerful analytics
Identify opportunities and risks,  and enable the most effective course of action.
Streamlined data
Streamline information management and deepen the understanding of your clients.
Seamless integration
Install the app and seamlessly integrate with your existing Salesforce setup.

Get the Prioritize App

Get the Responsive Prioritize App from Salesforce AppExchange.
Coming Soon

Connect Your Data

Connect CRM, banking, and investment data from Salesforce FSC or your custom objects using our configuration wizard.

Supercharge Advisor Profitability

Detect actions that grow and protect revenue directly inside Salesforce.

Lite

Drive advisor focus to actions that grow business.

$49

Per user / month
  • CRM and Practice Management Based Actions
  • Streamlined Client Engagement
  • KPI Dashboard for Event Tracking
Contact Sales

Essential

Unlock deeper insights and understand revenue drivers.

$149

Per user / month
  • Investments and Banking driven Actions
  • KPI Dashboard for Revenue
  • Cost Reduction Strategies
Contact Sales

Pro

Differentiate from competitors with custom actions and richer data.

$249

Per user / month
  • Tax Data Driven Events
  • Custom 3rd Party Data Sources
  • Custom Event Editor
Contact Sales

FAQs

Frequently asked

Setup
Data
01
What Salesforce setup do I need?

Prioritize for Salesforce is fully compatible with Salesforce Cloud and Salesforce Financial Services Cloud (FSC).

02
What’s the setup process like?

The setup process is straightforward with our step-by-step configuration wizard. Key steps include creating a Connected App, mapping Salesforce and Responsive objects, and granting access to retrieve and display data. You'll also have access to a comprehensive setup guide and dedicated customer support to ensure a smooth and efficient setup.

03
How can I access Prioritize from Salesforce?

Accessing the Prioritize app is simple. Go to the Apps menu in Salesforce, search for “Responsive”, click on the app named “Responsive”, and open the "Prioritize" tab.

04
Is the Prioritize App customizable?

Yes, the Prioritize app offers extensive customization options including mapping customization, custom email templates, and assistance with creating custom events. Ensure your organization follows the Salesforce FSC object structure for relevant objects to guarantee proper functionality.

01
What security processes do you have in place?

We adhere to all Salesforce security standards. Authentication is handled via the OAuth 2.0 standard using a JWT token. Access is controlled by your Salesforce admin based on your organization’s policies and procedures.

02
What data is required to get started?

To get started, we need data related to your Clients, Households, Financial Accounts, Assets, and Historical Contributions. While most data is optional, providing more data will enhance the results and insights for your business.

03
What data sources can be connected?

Prioritize can seamlessly integrate with your Salesforce data during the initial setup. Additionally, our team can help you connect other data sources, including CRM systems, banking, insurance, and investment platforms.

reach out to us

Supercharge your advice teams.
Reach out.

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Empowering advisors with our solutions, Responsive holds a strong conviction in the positive impact of human-led financial advice.
Unlock the power of smart financial advice.
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