THE BLOG

15
Jan

OmniGuide Chat Bots Help Orion Service Teams Provide Quick Solutions

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...

The post OmniGuide Chat Bots Help Orion Service Teams Provide Quick Solutions appeared first on Orion Advisor Services.

11
Jan

A New Year is Here! Are Your Clients Ready?

In this post, catch up with a few of our advisors to discover the financial checklist they use with their clients as a new year begins.

The post A New Year is Here! Are Your Clients Ready? appeared first on Orion Advisor Services.

08
Jan

The Latest Practice to be Disrupted: Family Office Consultation

Eric Clarke — Financial Planning Don’t look now, but family office client consultation is moving downmarket. Specifically, the boardroom meeting uniting the client’s advice team is becoming commonplace. This is an opportunity for the client in one setting to meet with their advisor, accountant, estate attorney, insurance agent and other stewards to make sure that they...
07
Jan

The Latest Practice to be Disrupted: Family Office Consultation

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. 

The post The Latest Practice to be Disrupted: Family Office Consultation appeared first on Orion Advisor Services.

02
Jan

Defense Wins Championships

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager There are several variables investors can control when investing, including the cost, time until withdrawals, how we react to volatility, and how much risk we take on. Unfortunately, we tend to focus most on returns, which we have no control over. One of the most important...
01
Jan

Ringing in the New Year with Randy

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 post Ringing in the New Year with Randy appeared first on Orion Advisor Services.

01
Jan

Ringing in the New Year with Randy

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 post Ringing in the New Year with Randy appeared first on Orion Advisor Services.