Wed. Aug. 26
2:00 PM EST
Cash plays an important role in nearly every client’s financial life, but too often, visibility and action live in separate systems. Advisors may identify held-away cash opportunities in one place, manage client conversations in another, and rely on disconnected workflows to help clients take the next step.
In this session, speakers from Orion and Flourish will discuss what they’re hearing from advisors about cash management today: where friction shows up, why it matters, and how a more connected experience can help advisors bring cash conversations into their existing workflow.
The conversation will cover real-world challenges around held-away cash and how the expanded Orion + Flourish integration can help advisors deliver more informed cash guidance, simplify next steps for clients, and incorporate eligible cash account data into planning and reporting. For advisors ready to get started, we’ll also walk through how to enable the integration and begin inviting clients directly from Orion.
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