Oracle Intelligent AdvisorOracle
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Related Products
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About
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice. We begin with the advisor-client relationship and work outward from there. The best advice is deeply human, it begins and ends with people. We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research, evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence. We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring. Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding.
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About
Oracle Intelligent Advisor helps service agents deliver the right advice to every customer. This decision automation solution empowers business users to configure rules, ensuring that responses are consistent and transparent to deliver efficient, personalized, and intelligent customer service. Let customers efficiently help themselves resolve both simple and complex issues. Provide personalized advice tailored to each person using intelligent online interviews. Give business users the power to configure advice, either through a web browser or a desktop development tool. Equip business users to establish and manage rules—without the need to engage a programmer. Easily create and deploy decision-making services in a web browser, eliminating the need to install and manage a desktop development tool. Centralize the custom application logic and easily share decision-making rules with stakeholders.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Firms and companies in need of a wealth management platform to improve their operations
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Audience
Software that helps service agents deliver the right advice to every customer
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAdvisorEngine
United States
www.advisorengine.com
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Company InformationOracle
Founded: 1977
United States
www.oracle.com/cx/service/intelligent-advisor/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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Integrations
Nitrogen
Oracle Cloud CX
Oracle Knowledge Management
Oracle Service
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Integrations
Nitrogen
Oracle Cloud CX
Oracle Knowledge Management
Oracle Service
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