The robots are taking over! Well not really, but they are here to help provide quick solutions during your chat conversations! With the new OmniGuide Chat Bots, you’ll be able to engage more effectively with our Subject Matter Expert (SME) team members and get answers to your questions fast so you can get back to your business. Let’s dive in! What? OmniGuide chatbots have been setup for several of our SME teams. As you engage in chat conversations, the chatbots will pop up to offer helpful solutions to your questions so you can get the answers you’re looking for even faster; saving you valuable time. Each of our SME teams are building responses to common questions that come up during chats. Since they are built by humans, the responses are meant to be conversational, not robotic. Unlike knowledge articles, which are a repository of lengthy FAQ articles, Omniguide responses are designed to be short, and logically flow in dynamic and complex conversations. Let’s checkout a sample conversation… Advisor: I have a question about performance for an account. Advisor: Can I share my screen with you? Omniguide: Sure thing! I’ll send you a request now! SME team member: Let’s go to…
Orion’s trading and rebalancing tools can provide efficiency and time-saving steps, like adding FIX execution to your trading workflow.
Why should you care about the culture of the firms that provide your advisory practice’s technology? As long as your tech stack does what you need it to do, everything else is immaterial, right? Not quite. Read more of our CEO Eric Clarke’s thoughts on why you and your technology partners need to evolve in the same direction toward a shared vision for the future.
At Orion, meeting the shifting needs of our client base in 2018 wouldn’t have been possible without the proven processes we follow and our best-in-class technology produced by the growing team following an inspired purpose. So, as we embark on the new year ahead, I’d like to share some of the most exciting moments and memories from 2018!
The next time you need to quickly calculate portfolio performance, try the Performance Overview app in Orion Connect. You can generate performance for any entity level, and compare it against benchmarks.
Monitor your clients’ Required Minimum Distributions for the year with the RMD Dashboard app in Orion Connect, and keep all your portfolios on-track with a glance.
In all of the hustle and bustle of the holiday season, let Orion’s holiday wish list make shopping for your business simple this year!
Today we announced a significant upgrade to its account-opening experience for Orion users who custody with TD Ameritrade Institutional, a leading provider of comprehensive brokerage and custody services, eliminating hours or days of manual data entry.