Origin's proactive AI Advisor is designed to help you find important financial opportunities without requiring you to know exactly what to look for.
It analyzes the financial information available in Origin and performs dozens of expert-built checks across your financial picture.
What does Origin check?
Origin's checks span areas of your financial life including:
- Spending and cash flow
- Savings
- Credit
- Investments
- Retirement
- Protection
- Housing
- Education
- Estate planning
- And more
These checks help AI Advisor understand what's working, identify potential opportunities, and determine what may deserve your attention.
What happens when Origin finds something?
Relevant findings can contribute to two parts of your proactive AI Advisor experience:
Financial Health Score: Your checks roll up into a high-level view of your overall financial health.
Actions: When Origin identifies something worth your attention, it can surface a personalized, prioritized Action explaining what it found, why it matters, and what you may want to do next.
Where does Origin get the information it analyzes?
AI Advisor uses financial information available through Origin, including information from your connected accounts, to understand your financial picture.
Keeping your accounts connected and your information up to date gives AI Advisor more context to provide personalized guidance.
Does this replace asking AI Advisor questions?
Not at all. You can still ask AI Advisor questions about your money whenever you'd like. Proactive monitoring adds another layer to the experience by helping surface things you might not have known to ask about in the first place.
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