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Responsive.ai Target Audience

User Segments

Age: 48

Gender: Female

Occupation: AVP Dealer Operations

Education: Master's Degree, Business Administration

Age: 42

Gender: Male

Occupation: Portfolio Manager

Education: Professional Degree, CFA

Age: 52

Gender: Female

Occupation: CEO, Private Banking Division

Education: Master's Degree, Finance

Catherine Thompson

Catherine Thompson

Age: 48
Gender: Female
Occupation: AVP Dealer Operations
Education: Master's Degree, Business Administration
Industry: Wealth Management
Channels: LinkedInYouTubeX

Goals

  • Improve operational efficiency across all advisor teams to reduce overhead and increase profit margins
  • Enhance advisor productivity by streamlining workflows and reducing manual tasks
  • Ensure regulatory compliance and data security in all client interactions and data management.

Pain Points

  • Fragmented data systems leading to inefficient workflows and data silos
  • Difficulty in accurately tracking advisor performance and identifying areas for improvement
  • The constant pressure to adapt to evolving technological landscape with limited resources.

Responsive.ai Geographic Distribution

Primarily focused on the Canadian market (60%), with significant presence in the US (25%). Expanding into other major financial hubs globally.

Top Countries

Canada flag

Canada

60%
United States flag

United States

25%
United Kingdom flag

United Kingdom

5%
Australia flag

Australia

4%
Singapore flag

Singapore

3%

Age Distribution

Key Insights

Primary age group concentration shows strong presence in:

31-35

Most active age range

Target Audience Socio-economic Profile

Target users primarily reside in 3-4 person households (55%) and fall into the High income bracket (70%).

Employment Status

Income Distribution

Education Level

Responsive.ai Behavior Analysis

Behavior Profile

LinkedIn
Business News
Technology Trends
Financial Markets Analysis
Leadership Strategies
Executive Education
Desktop Usage
Decision-Makers
Seeking Solutions
Efficiency Focused
Integrations
Data Driven
Client Engagement
Proactive
Problem Solvers
Long-term Planning
Strategic Thinkers
Digital Experience
Value ROI
Networking

Device Breakdown

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