Custom AI workflows built specifically for wealth management: deep integrations with the Orion stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
AI ingests each document into Orion, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop.
AI reads the conditions, identifies what each condition needs, pulls it from Orion or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week.
AI tracks every renewal date in Orion, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive.
AI builds the submission from the broker's intake, routes to carrier APIs via Orion, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day.
AI assembles the closing package in Orion, validates each doc, chases stale items, and prepares the settlement statement — closings hit the calendar, not the hope list.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually.
AI pre-screens deals against the fund's thesis in Orion, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.
The workflows above are starting points. Every wealth management operation runs differently — we build what you actually need.
