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.