AI-Driven Technology Provider Recognized in the Innovation New Applications and Client Onboarding/New Account Opening Categories
InterGen Data, Inc. (InterGen), an AI-driven technology provider of proprietary AI software solutions and machine learning algorithms for banking, wealth management, insurance and fintech companies, today announced it has been named finalist for the 2019 WealthManagement.com Industry Awards in the Technology Provider categories for Innovation New Applications and Client Onboarding/New Account Opening. Winners of the 2019 WealthManagement.com Industry Awards will be announced at a black-tie awards event at the Ziegfeld Ballroom in New York City on September 12, 2019.
Now in its 5th year, the WealthManagement.com Industry Awards celebrates the companies, individuals and organizations that demonstrate outstanding achievement in support of financial advisor success. A record number of nominations were submitted this year—more than 650 entries were received from 262 companies.
“We are honored to be considered in two categories among this distinguished group of industry finalists and our peers,” said Robert J. Kirk, founder and CEO of InterGen Data, Inc. “It is incumbent on us as leaders in the fintech industry to lean into each other’s strengths in order to build a future that is bold and integrated.”
Innovation New Application – Account Opening via Amazon Alexa
The Innovation New Applications category recognizes a new technology innovation, product category or product that enhances an advisors’ ability to move the industry forward, help advisors better run their businesses, and enhance service to their clients.
InterGen Data worked with Orion Advisor Services and United Planners to create “UP’s Digital Advisor,” an Amazon Alexa app that integrates InterGen Data’s Life Stage / Life Event (LSLE) algorithm. It combines artificial intelligence (AI) and voice integration and passes it directly to the client record (Notes Section) within Orion Connect via API’s. Whenever a client has a voice exchange within Alexa, the financial advisor is immediately notified within the Orion Connect Portal. Previously, the app earned InterGen Data a Best Newcomer Award at a live demo during the “Tech’s Got Talent” competition Orion Advisor Services Fuse 2018 in Miami Beach, Florida.
Client Onboarding/New Account Opening – Account Opening via Amazon Alexa
The Client Onboarding/New Account Opening category recognizes a new initiative, product, program, or enhancement to an existing platform/product designed to streamline and automate the workflows for signing up new accounts and opening new accounts.
InterGen Data worked with United Planners to allow “UP’s Digital Advisor,” to create the first artificial intelligence (AI) conversationally driven account opening platform. InterGen Data’s Digital Account Opening Platform uses AI to predict future outcomes and education costs to help families better plan and save for college, ultimately reducing the amount of student loan debt — now a $1.5 trillion crisis (CNN Money). Through UP’s Digital Advisor and Amazon Alexa, InterGen Data’s account opening technology can securely open a 529 plan in under 4 minutes via voice technology with Amazon’s Alexa and a Chat Bot for investment selection.
Additional details about the WealthManagement.com Industry Awards and a full list of the 2019 finalists can be found on WealthManagement.com’s website at https://events.wealthmanagement.com/2019-finalists/.
For more information on InterGen Data, please visit our company website at https://www.intergendata.com/.
About InterGen Data, Inc.
InterGen Data, Inc. (InterGen) was founded by financial professional Robert J. Kirk in 2017. InterGen builds AI-driven technology that helps companies identify when their clients are likely to have an important life event occur – including what that event could be and how much of a financial impact that it could represent.
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