Optimizely OpalOptimizely
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Related Products
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About
Optimizely Opal platform embeds advanced artificial intelligence across its Digital Experience Platform to help teams create, optimize, and personalize digital experiences with less manual effort and more strategic impact; at its core is Optimizely Opal, an AI agent orchestration and assistance system that connects context from across Optimizely One and executes tasks in workflows rather than just returning text responses, enabling teams to plan campaigns, generate content, build experiment ideas, analyze results, and guide optimization decisions with branded, context-aware AI agents. The AI capability spans content management, personalization, experimentation, analytics, and audience segmentation: it can suggest and auto-create experiment variations and test plans, summarize results with actionable recommendations, generate tailored digital content and messaging, and guide personalization based on real-time customer behavior and preferences.
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About
Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more.
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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
Digital marketers, product teams, and experience owners who want to use AI to automate content workflows, personalize user experiences, run intelligent experiments, and extract insights across their digital experiences
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Audience
Financial advisors and wealth managers seeking a tool to align clients' investment strategies with their personal financial goals
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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
Free
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 InformationOptimizely
United States
www.optimizely.com/ai/
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Company InformationOrtec Finance
Founded: 1981
The Netherlands
www.ortecfinance.com/en/solutions/goals-based-wealth-platform
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