At Orion, everything we do is designed to further our mission: to power the advisor-client journey with a tech-enabled fiduciary process that enables advisors to: * Seamlessly attract new clients * Connect planning goals to investment strategies * Help investors...
Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor.
Cybersecurity is hard and it’s filled with scary stories that can leave firms frozen in their tracks, unsure if they should be doing more. After all, what harm can happen by doing nothing and retaining the status quo, right? Well, for advice firms, this couldn’t be further from the truth. According to a KPMG Small Business Reputation & The Cyber Risk Report, financial services businesses are most likely to lose customers due to a cyber breach, with nearly two in five businesses (39%) surveyed seeing customers leave after a breach.
on top of client updates, account management tasks and outreach opportunities, and CRM software helps them keep track of it all.
The highest performing advisory firms in the world leverage data analytics, AI and machine learning to gain insights into business performance and provide a superior client experience. By implementing and following data management best practices, these firms maximize value from their data and achieve their desired results.
Without a doubt, the internet has made the world a better place. By distributing near-instant access to information across the globe, virtually all industries have become more efficient.
On The Fuse Show, co-hosts Ryan Donovan and George Svagera of Orion Advisor Technology take a deep dive to deliver what you need to know. ..
Big news arrived from CoinDesk this morning regarding JP Morgan’s preparation to launch its first actively managed Bitcoin fund for its private wealth clients by this summer.
HNW clients requires a highly targeted approach to service and marketing, since what they value in a financial advisor doesn’t necessarily align with what mass affluent investors value. HNW investors are opportunity seekers who are also extremely confident in their ability to handle money...
Today’s largest wealth management firms are constantly under threat. Cyber criminals are working around the clock to hack into RIAs, IBDs and MFOs to access the large amounts of financial and personal data they manage.