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Leveraging Intelligent Processes

In order to accelerate growth and increase client loyalty, wealth and asset management firms are embracing digital platforms to shore up sales and distribution coverage. They are also increasing their data capabilities with intelligent processes like conversational AI, all to engage better with their clients.  

Firms are looking to digital technologies to drive down client onboarding costs and are implementing RPA, Intelligent Advisors and Digital Advisor using AI and machine learning as cost-effective platforms that can provide investment advisory and execution services. Additionally, the move to cloud platforms will enable increased efficiencies.  

Wealth and asset management firms seeking to reduce costs and increase agility and resilience are engaging in “Rip ‘n Replace” programs to remove the burdens of their legacy systems. They are dispensing with monolithic code in favor of microservices and implementing open API ecosystems that aggregate data and information pipelines.   

Firms are also employing digital technology to improve risk insights and regulatory compliance with the new regulations, including GDPR, FACTA, CCPA, FinCEN and DOL. They are benefiting from compliance innovations like back testing and AI applications that perform pre-emptive diagnosis and remediation pertaining to instances of fraud, AML, and financial crime.  

Orion will partner with your organization to anticipate evolving client and employee expectations, find the right answers, conceptualize and build the right solutions and deliver the business transformation you need. We bring decades of experience transforming financial services operations with Digital Strategy, Experience Design, and Engineering. 

Accelerating Growth Through Technology

Orion’s experienced team can drive sales growth while improving efficiency with innovative processes  

Improvement in workday efficiency for leading ratings analyst
Our Core Offerings
Customer Experience Design
Enhance the customer experience for digital marketing, digital onboarding, intelligent advice, and M&A integration 
Deliver automation in digital onboarding, contact center systems, servicing, operations, finance and compliance
Digital Product Development
Reimagine platforms, including hybrid advice, Environmental, Social and Governance (ESG) and open wealth management
Core IT Modernization
Upgrade with app re-factoring/re-platforming, micro services, and cloud transformation  
Data-driven Insights
Leverage your customer data hub, monetize data, gain CFO Insights, and manage fraud detection platforms
Lower Costs

Manage onboarding expenses with AI, machine learning and more

Increased Agility

Employ microservices for efficiency

Reduced Risk

Gain valuable insights with backtesting and AI applications