Expert Help at Every Turn

By July 9, 2019Tech Tip

At Orion, we’re committed to helping you grow your business with access to innovative technologies and endless learning opportunities. In this week’s Tech Tip, we’ll highlight several ways to engage with Orion so we can help you on your journey to success.

What?

Have you ever been working in an Orion app only to run into a small issue that required a quick solution? Have you ever had an issue but didn’t know who to contact for assistance? We want you to know we’re always ready to help!

Why?

Staying engaged with Orion will increase your operational efficiencies and create a better user experience. There’s a plethora of ways to interact and engage with Orion. Let’s take a look at some of the best ways to connect!

How?

With phone and chat lines, launch events, Ascent conferences and more, opportunities for learning abound!

In Person

Chat, Phone, Email, & Co-browsing – Get support and answers in real-time access to our team, however is most convenient for you.

Orion Launch Events – Meet our team of specialists at our headquarters in Omaha to learn how to jump start your successful adoption of our technology.

Strategic Consultants – Take a deeper dive with a dedicated Orion expert, responsible for working collaboratively to implement best practices and custom workflows, unique to the way you run your business.

SME teams – Receive direct access to teams Subject Matter Expert (SME), specializing in Reporting, Billing, Trading, Cost Basis, Performance, Compliance, and more.

Within Orion Connect

Orion Support – Access the most up-to-date support articles and webinars, see your open service requests, initiate conversations with the Orion team, and more.

AssistMe – View on-screen tutorials that show you how to navigate the system and accomplish tasks more quickly.

Ascent Online Training Platform – Train yourself on Orion’s robust tools—at your own pace—with videos and PDF guides.

Live Weekly Webinars- Register for webinars—hosted by our expert Subject Matter Expert (SME) teams—offering best practices, tech tips, and insights into upcoming product innovations.

Ascent Road Show Events

Ready to take your Orion learning to the next level? Our Ascent on the Road tour takes you beyond platform training with opportunities to attend hands-on break out sessions, learn from the industry’s best and brightest advisors, and connect with our integration partners. Join us September 4th– 6th in Denver for a conference experience like no other!

Seats are filling up fast, so make sure to REGISTER today!

We look forward to connecting with you. If you have any other questions, feel free to contact our Platform Support Team at success@orionadvisor.com

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Eddie Sempek

About Eddie Sempek

Eddie Sempek serves as Orion's Chief Innovation Officer. He has worked in several roles at Orion and now oversees the team of tech consultants. He enjoys helping firms in their strategic planning and implementation of technology.

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