AI voice and chat agents for banks, credit unions, fintechs, CPAs, and advisors — secure client servicing, appointment booking, and tax-season call surges handled without extra hires.
Latest analysis
Held-away 401(k)s, annuities and non-traded alts have no feed into Orion. How browser-driving AI agents cut five days out of the quarter-end reporting run.
Client PDFs are attacker-supplied documents. How a CPA firm scopes AI agent permissions, and the irreversible tax actions that always need a named human.
Open models closed the gap in 2026. A worked buy-versus-rent comparison for a 58-employee credit union, including the staffing cost nobody budgets for.
Collection QA samples under 2% of calls. At 2026 prices, scoring all 9,000 monthly calls against your own compliance scorecard runs about $90 a month.
A cloned controller can reroute a payroll run or a Bill.com vendor payment. The verification step, dual control and engagement-letter passphrase that stop it.
A credit union's core agreement plus nine amendments now fits in one question. Find the notice window, the escalators and the exit fees before renewal.
A cloned voice can redirect every payment a client's customers make. What outsourced AR teams should verify, how the callback works, and what the exposure is.
An AI agent in a lending shop should read widely, write to the conditions log, and send nothing with a routing number. The permissions to remove this Monday.
In 2026 the first thirty minutes of an SBA referral happens without you. Publish the credit box facts an assistant needs, or get dropped from the shortlist.
