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Discover App From Orion Advisor Services

OrionDiscover, a new app from Orion Advisor Services, is designed to enable users to create unique online client questionnaires to engage prospects prior to initial meetings.

OrionDiscover, a new app from Orion Advisor Services, is designed to enable users to create unique online client questionnaires to engage prospects prior to initial meetings.

Features/Functionality

Developed for mobile and tablet devices, Discover allows users to produce their own questions to be delivered through the app. Response options also include sliders and open-text boxes.

New features include:

  • Built-in analytics to easily track lead frequency;
  • Ability to implement within a web site by copying and pasting the Discover embed code; and
  • Use Discover’s HoldingScan technology to help measure change relative to the market conditions and client situations.

Competitive Positioning

The Discover app will help advisers connect with prospects before moving onto the next step of a preliminary meeting. Engaging prospects while also scoring their potential as a client benefits both parties in this simple mobile app.

Compatibility

Salesforce.com

Delivery/Pricing Models

The app is available for free to current Orion customers.

Contact Information

Orion Advisor Services

17605 Wright Street

Omaha, NE 68130

(402) 496-3513

empower@orionadvisor.com