Discover App From Orion Advisor Services
- Published in Solution Spotlight
Discover, 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
17605 Wright Street
Omaha, NE 68130
(402) 496-3513