A digital banking and securities-based lending platform by Goldman Sachs Bank.
Scheduling meetings with clients and running reports are some of the more tedious parts of the day for our advisors. With our latest integration with Benjamin™, advisors have a digital assistant to do it for them.
Using artificial intelligence, advisors who use Salesforce, Redtail, or Wealthbox as their CRM can elicit the help of Benjamin™ to text their clients to set up meetings, whether they be for quarterly check-ins, annual outlooks or whatever else a face-to-face is required for.
When the meeting is scheduled, Benjamin™ will automatically add the appointment to the advisor’s calendar. Even more, Benjamin™ will send the advisor a customized report from Orion ahead of the meeting so they are prepared. The advisor can customize the report to fit whatever they are meeting with their client about, and the report can also be sent to the client or another team member if needed.
Leveraging the power of Benjamin™ is just another way advisors can save time bypassing the necessary clerical duties of the job to focus on the more profitable portions. In the end, using Benjamin™ means more benjamins.
Worrying about potential threats to data security shouldn’t be apart of your financial picture. With Experian®, a global leader in consumer and business credit reporting and marketing services, it doesn’t have to be. And you now have access to these robust protections right in your Advizr Client Portal.
Gain the peace of mind that comes with knowing your information is safe with client protection services including:
Credit Scores
You get a monthly VantageScore* to see where your credit stands, what’s changed and where to go from there.
Dark-Web Monitoring
Experian provides cyber monitoring for email addresses, ID numbers, and account numbers so you know right away if someone is trying to use your information.
Timely Notifications
If your identity is used by someone else, you want to know right away. Experian will send you notifications as soon as fraudulent acts are made against your information.
Non-Credit Loan Monitoring
If someone tries to use your client’s identity for a pay-day loan, you’ll know about it
Social Security Number Trace
Know the names and addresses associated with a particular Social Security Number
Financial Account Monitoring
Automatic alerts are sent any time there is a change in a client’s account that could impact their portfolio
Change of Address Monitoring
If a thief tries to change a client’s address, you’ll know.
Health is your client’s largest asset. How are you protecting it?
Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, & care cost planning.
Genivity’s dynamic client engagement tool that predicts family & lifestyle-based health risks to help advisors provide more comprehensive, targeted advice to clients, and better communication with the family.
For more information about the value of Genivity and how the Integration between Orion and Genivity works, click HERE.
MyRepChat is the only solution allowing for the compliant exchange of a text message between an advisor and their client to be created by an advisor. MyRepChat is more than just a texting platform though. The integrations with all major CRMs ensures conversations and contacts don’t need to be duplicated. The integrations with content providers and other industry tools allow for expedited delivery of important and time-sensitive information. 97% of smartphone users text regularly, and with MyRepChat, Financial Advisors can now engage their clients and prospects utilizing the most efficient method of communication available today.
Measure client engagement with a solution built for financial advisors. Nexa Insights provides powerful survey and client feedback tools based on expert experience to help you get to know your clients and how they view your relationship and your technology. Survey results are presented in an easy-to-use, dynamic, insightful dashboard which Advisors can user to improve their relationships and firm practices.
The integration today provides a simple Advisor Single Sign On to the Nexa Insight advisor dashboard, but we are looking for feedback on where to enhance next. Advisors can imbed their client survey link in the Orion Client Portal either as a part of the welcome message that pops up when a client logs in or on the Advisor commentary area.
Vestorly helps you create the best possible newsletter for each of your contacts. It assembles live content, delivers personalized emails at scale and reports back results. Professionals use Vestorly to reduce work, increase authentic engagement and develop their relationships.
Our vision to fully integrate Orion Planning’s next-generation client portal technology into Orion Connect starts with a single sign-on (SSO) integration, asset class mappings, and account type mappings (based on Orion’s defaults) from Orion to Orion Planning. The SSO integration works at the advisor and rep level, allowing these stakeholders to engage with financial advice faster in order to provide more meaningful results.