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.
Share this article
Digital Life Series – Interview with Maree Moscati – CEO of Copytalk
Interview with Maree Moscati, CEO of Copytalk.
Led by a renowned financial-services professional obsessed with accuracy, security, and privacy, Copytalk is a premier transcription…
DLS Interview – Appway
Interview with Andy Besheer, Head of North America
By automating workflows across people, systems, and data, Appway gives financial services businesses everything they need…
Marketware partners with InterGen Data to provide Life Stage Life Event data to clients
Marketware partners with InterGen Data to deliver hyper-personalized, highly contextual communication with its Life Stage Life Event data