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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 

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