FUSE 2018 – InterGen Demo

This video shows how we are using statistical data on life events, imported demographic and personal details from sources, along with AI machine learning to predict the likelihood of events, the costs involved, and the impact of those events on a financial plan. Furthermore, it shows how we have integrated this development as an Amazon Alexa skill so it’s easily accessible for clients and simple to use. As shown by IBD United Planners at FUSE 2018, it can be used to give a client a quick analysis and then connect them to an advisor. The integration with Orion allows InterGen to share information about the client gathered from the InterGen process and push it into the note section of Orion.