©2019 by InterGen Data, Inc.

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FUSE 2018 - InterGen DEMO

A Story of Success

This video showcases how our AI and Predictive Analytics engine could help Advisors identify when their Clients are likely to have an important Life Event, what that event could be, and how much of a financial impact that it might represent.

Specifically, we worked in conjunction with United Planners  to create “UP’s Digital Advisor,” an Alexa app that shows Advisors how we can safely and securely take the information gained during a Digital Advice Engagement of an existing client and pass it through the Orion ecosystem into their notes section and/or CRM system to automate calendaring and/or connect them directly via a video call, phone call, or instant message.