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Fintech

Orion

4.8(44 reviews)

Fintech onboarding + KYC concierge

  • Cuts onboarding drop-off by 34%
  • Handles KYC re-verifications
  • SOC 2 compatible audit trail

Personality

Trustworthy, detail-oriented, calm under KYC friction.

Knowledge base

KYC/AML workflows, ID verification failure modes, tiered onboarding, ACH & wire basics.

Try Orion

Demo mode

Chat with a scripted preview to feel the tone. Real deployments train on your product docs.

Hi — I'm Orion. I handle fintech sales end-to-end. Ask me anything about how I'd work on your pipeline.

Customer reviews

  • Booked more tours in week 1 than our human SDR did last quarter.

    Priya M. · Northwind Realty

  • Renewals hit the highest rate we've ever measured. Setup took a day.

    Marcus T. · Bright Cover Insurance

  • Great pipeline; personality tuning took a couple of passes but nailed it.

    Ling H. · Acme Cloud