Orion Customer Research
How have Orion’s client experience tools impacted your relationships with your clients?
| Provides 24/7 access to their data and to me and my staff |
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| Gives me the ability to provide clients with a comprehensive view of their financial life |
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| Increased transparency and accountability |
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| Provides opportunities for interactivity and collaboration with clients |
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| Puts me in a position to be clients’ trusted source for financial information and education |
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| Allows me to be proactive instead of reactive in my client relationships |
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| Differentiates me among competitors |
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| Helps build bridge to the next gen |
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