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In today’s fast-evolving financial landscape, staying ahead means leveraging the latest technology to enhance client relationships. Orion Advisor Tech leaders Michael Stern and Mike Wilson share their groundbreaking advancements in applying AI to wealth management, including the development of Orion Compare—a tool designed to streamline workflows and deliver clear, personalized client communications.
Key Takeaways:
- Revolutionary Tools: Orion Compare integrates CRM, risk analysis, and analytics for seamless portfolio management.
- Enhanced Communication: Smart Summaries transform complex data into client-friendly insights.
- Personalization at Scale: Behavioral finance principles empower deeper client relationships.
- Future of AI: New tools in 2025 will automate non-core tasks, enabling advisors to focus on their strengths.
Download the white paper today to explore how AI is reshaping the future of financial advising.
