What are the benefits of using AI Advisor?

AI Advisor combines advanced AI with your financial information in Origin to deliver personalized financial guidance—whether you have a question or don't know what to ask yet.

Here's how AI Advisor can help:

Proactive financial guidance

You shouldn't have to constantly check every part of your financial life to know if something needs your attention. AI Advisor performs expert-built checks across your financial picture to help identify opportunities and areas you may want to focus on.

Personalized to you

AI Advisor uses the financial information available in Origin to understand your financial picture. That means its guidance can reflect your actual accounts, habits, goals, and other relevant information rather than relying only on generic financial rules of thumb.

Prioritized Actions

Finding an opportunity is only useful if you know what to do with it. When AI Advisor identifies something worth your attention, it can surface a personalized Action explaining what it found, why it matters, and what you may want to do next.

Actions are prioritized to help you focus on what matters most.

A clearer view of your financial health

Your Financial Health Score brings Origin's financial checks together into one high-level view. It helps you quickly understand what's working and where there may be opportunities to focus.

Ask questions anytime

AI Advisor is still available whenever you have a question. Ask about your spending, investments, financial goals, or other areas of your financial life and receive guidance informed by your financial information in Origin.

Explore “what if” scenarios

AI Advisor can also help you explore major financial decisions and understand how changes could affect your financial future. Whether you're considering buying a home, changing your savings, or adjusting your retirement timeline, you can use natural language to explore different scenarios.

Together, these capabilities mean AI Advisor can help with both the questions you already have and the financial opportunities you might not have thought to look for.