Alexa Onboarding
"At eMoney Advisor, financial advisors work with clients, crafting unique financial plans to suit each client's needs. One of the advisor's toughest jobs is getting new clients through the onboarding process. Tedious forms which contain lots of personal information act as a huge barrier to entry for new clients. Alexa Onboarding is an Amazon Alexa Skill that seeks to streamline this process and introduce a conversational voice interface. The skill leverages external data sources to intelligently suggest form fields, while Alexa talks the client through each step of the process as a friendly advocate for the advisor."
