In this video, Robert Kirk, Founder and CEO of InterGen Data, an artificial intelligence provider for financial services, demonstrates the AMAZON ALEXA Voice Integration with United Planners app “UP’s Digital Advisor” at Joel Bruckenstein’s T3 Technology Tools for Today Enterprise Conference in Las Vegas, NV on October 23, 2018.
During the live demonstration, Kirk showed how 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. This new initiative 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.
Share this article
InterGen Data named as one of the Top 250 InsureTech firms for 2020 by Novarica
Novarica | 09.08.20 InsureTech Startup Market Continues to Grow, with Increased Focus on Customer Experience and Rapid Time-to-Value for…
INV Fintech Unveils Slate of 10 Startups for Newest Accelerator Cohort
INV Fintech, Bank Innovation’s sister accelerator, announced its ninth class today of 10 startups from around the world. The startups…
Welcome to the Digital Life Series
In this video webcast series we will discuss the importance of Life…