Case Study: Glia enhances advisor client experience with Orion Advisor Tech

How Orion Offers a Better Client Experience– and You Can Too

The financial technology firm Orion Advisor Tech partnered with Glia to enhance its digital client support experience for over 1,700 advisory firms. The challenge was to differentiate their service within the Orion Connect platform and move beyond traditional communication methods like phone calls to create a more seamless and modern advisor experience.

Orion implemented Glia's CoBrowsing and screen sharing technology, which allowed their service team to collaborate with advisors in real-time. This solution was later expanded into a full-suite digital communication offering. The results were significant, including a 30% increase in digital engagement within the first five weeks and reduced costs by eliminating a separate phone system. Advisors using the technology also reported greater efficiency and empowered clients.

Glia

Dan Michaeli

Chief executive officer and Co-founder