Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Oracle Intelligent Advisor empowers service agents to provide accurate and tailored guidance to every customer. This innovative decision automation tool enables business users to set up rules, ensuring that the advice given is consistent and clear, thereby enhancing the efficiency and personalization of customer service. It allows customers to independently tackle both straightforward and intricate problems. By employing intelligent online interviews, users receive customized advice suited to their individual needs. Business users are empowered to configure this advice seamlessly, using either a web browser or a desktop development application. Additionally, it allows these users to create and oversee rules without needing to involve a programmer. With the ability to easily develop and implement decision-making services directly in a web browser, there is no requirement for installing or managing a separate desktop tool. Furthermore, this solution centralizes the unique application logic, making it simple to share decision-making rules with all relevant stakeholders. In this way, Oracle Intelligent Advisor not only enhances service efficiency but also fosters collaboration among teams.
Description
Summit Wealth is a technology firm that focuses on creating cutting-edge financial technology tools tailored for wealth management experts and financial advisors. The company designs easy-to-use, data-centric platforms that simplify the processes of portfolio management, client reporting, financial planning, and performance analysis. By prioritizing user-friendly designs and robust integration features, Summit Wealth allows financial professionals to provide customized advice and outstanding service to their clientele. Renowned for its dedication to both innovation and dependability, Summit Wealth equips organizations to improve their operations, make informed decisions, and attain exceptional client results in a challenging financial environment. Their solutions are not only transformative but also essential for staying competitive in today's market.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Oracle Cloud CX
Yes
Oracle Knowledge Management
Yes
Oracle Service
Yes
Integrations
Oracle Cloud CX
No
Oracle Knowledge Management
No
Oracle Service
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Oracle
Founded
1977
Country
United States
Website
www.oracle.com/cx/service/intelligent-advisor/
Vendor Details
Company Name
Summit Wealth Systems
Founded
2019
Country
United States
Website
summitwealth.io
Product Features
Decision Support
Application Development
No
Budgeting & Forecasting
No
Data Analysis
No
Decision Tree Analysis
No
Monte Carlo Simulation
No
Performance Metrics
No
Rules-Based Workflow
No
Sensitivity Analysis
No
Thematic Mapping
No
Version Control
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No