Orion Launches ChatGPT Integration As Morgan Stanley Investors Hype Advisor AI: Wealthtech Weekly

Financial Advisors


With interest in generative AI still hot, Orion Advisor Solutions introduced billing content as the industry’s first ChatGPT integration via Redtail Speak.

Aimed at streamlining client communications for advisors, products powered by the ChatGPT-3.5 series, which premiered at Orion’s Ascent conference in February, allow users to select and edit AI-generated responses third-party integrations that

Considered “assistive technology,” this tool is intended to save advisors time and facilitate faster communication with clients. It builds on the past 20 text her messages sent between the advisor team and the client to understand the context and tone of the right conversation.

That information is entered into dialogs created by ChatGPT to provide automated prompts and suggested answers to client questions based on actual knowledge of the advisor-client relationship.

Redtail Speak users can turn the integration on or off at their discretion.

Advisors are interested in artificial intelligence and its potential applications, according to Orion’s own research, with 33% of respondents in the inaugural WealthTech survey choosing the most disruptive technology facing the financial services industry. AI is cited as a trend.

“Redtail Speak’s unprecedented integration with ChatGPT puts advisors at their fingertips with assistive technology while managing customer interactions,” said Brian McLaughlin, president of Orion Advisor Technology, in a statement. I’m here. “This is the beginning of Orion’s journey to integrate AI into our applications, and the advisor has taken this important step to help him understand what is possible by adding AI technology to his practice. I am very happy to be able to take the step.”

The company is also working on an autocomplete feature for Redtail Speak using ChatGPT. Advisors write messages in Speak, and AI technology suggests text to complete the response. Redtail Speak users can also turn this integration feature on or off at their discretion.

Redtail Speak is now available to Orion clients through the Orion Advantage Stack. Speak is available as a desktop and mobile application that allows you to send text to your clients.

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