80%
Of live engagements start online
30%
Reduction in transfers
-4 min
Decrease in handle time from CoBrowsing
Testimonials
What our clients say
“This real-time interaction facilitates a sense of closeness and improves collaboration between the advisor and Orion.” – Eddie Sempek, SVP of Strategic Relationships, Orion Advisor Solutions
.avif)
Challenge
Wanted a personalized digital experience for advisors
Solution
Replaced inflexible telephony and disconnected point solutions with a full digital system of engagement.
Challenge
Inflexible phone system offered limited agility for changes
Solution
Agents provided with single-click access to communication tools to seamlessly move between Chat, OnScreen Voice, and Video that are supported by Live Observation and CoBrowsing in a unified interface.
Challenge
Wanted to simplify effort and reduce confusion for agents and advisors.
Solution
Reduced call transfers by 30% through “Rigel,” Orion’s AI chatbot.
Challenge
Solution
Embraced full Digital Customer Service, removing their telephone number from external portals and offering digital communications where their advisors already spend most of their time: online.
Challenge
Solution
Increased agent confidence and shortened onboarding processes with the Glia user interface and guidance from agent chatbots.
Challenge
Solution
Implemented efficient training services to advisors who now offer the same Digital Customer Service with their own clients.
%20(1).png)
