Oracle Intelligent AdvisorOracle
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SummitSummit Wealth Systems
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Related Products
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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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About
Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape.
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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
Software that helps service agents deliver the right advice to every customer
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Audience
Wealth advisors
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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 InformationOracle
Founded: 1977
United States
www.oracle.com/cx/service/intelligent-advisor/
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Company InformationSummit Wealth Systems
Founded: 2019
United States
summitwealth.io
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Categories |
Categories |
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Integrations
Oracle Cloud CX
Oracle Knowledge Management
Oracle Service
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