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
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…
FinovateFall 2019 – InterGen Data Demo
2019 FinovateFall demo by Robert J. Kirk of InterGen Data’s DAVID “Digital Advice via Demographics”.
InterGen Data was selected to demo at FinovateFall 2019…
InterGen Data Announces New Client: Spectrum Healthcare Solutions
October 14, 2021 12:00 PM Eastern Daylight Time InterGen Data to provide “LS/LE” Life Stage and Life Event data to Spectrum Health…