10 Questions Origin’s Personalized AI Financial Advisor Can Answer Better Than Google
You’re starting to plan a vacation for the holidays, but aren’t sure how much you can spend. Or you’ve been eating out a lot lately, but aren’t sure exactly how it’s impacting your finances. Or maybe you just heard about a new investing strategy on a podcast, and want to know how your own allocations stack up.
You could ask Google or ChatGPT for answers to these questions, but they’ll just give you generic advice and boilerplate responses. You might even try Reddit or other community forums, but who knows if those responses are trustworthy? A financial advisor might be able to help — but that’s expensive, time-consuming, and may be more trouble than it’s worth.
That’s where AI Advisor comes in.
As your personalized financial assistant, AI Advisor brings together the speed and convenience of a Google search or ChatGPT response, the expertise of a human financial professional, and the details of your own financial situation to give hyper-personalized guidance to any money question you have. When you ask AI Advisor a question, it briefly summarizes its thinking, showing you what data is being used to build your customized answer.
Since working with a financial advisor might be unfamiliar territory for some, we wanted to highlight the sort of questions that can help you get the most out of AI Advisor. Here are some ideas:
Questions about spending habits
Since Origin is connected to all your accounts, you can ask specific questions about trends or habits you’re curious about. Diving deep into your spending patterns, Advisor can deliver customized insights to keep you on top of your goals, reveal areas to cut back on, or tell you when you have some extra breathing room. Here are some examples of questions that AI Advisor can answer regarding your spending.
Questions about planning for a family
Having kids is an adventure. Sometimes you know what’s coming, but more often than not, it’s an unpredictable journey. Drawing on things like your investments, savings, and salary, AI Advisor gives you clarity on what different scenarios might look like for your future family. Advisor can help you plan with confidence, and free up the mental space to tackle any surprises that might come. Here's an example:
Questions about buying a house
One of the biggest financial decisions we make is whether or not to buy a house. The full financial impact of that choice depends on a number of factors, some of which are in our control (like spending, saving, and investing) and some of which aren’t (housing supply and demand, mortgage rates, even individual sellers’ decisions). With a robust knowledge of both, AI Advisor can demystify the process with ease. It draws on both outside factors — like current financial news updates that affect housing markets — and data from your own linked financial accounts to give you detailed, nuanced answers to complicated questions. Here are a few.
Questions about career & retirement planning
Thinking about making a career shift, or taking a new role? Curious about how to maximize your 401k now so that you’re better set for retirement? AI Advisor gives you the tools to answer these questions and more. By examining your investments, cash flow, savings, and life goals, it gives you guidance about how your career moves can affect your long-term financial situation, equipping you with everything you need to know to confidently move forward.
Questions about investing
Even for seasoned investors, market moves — and how they impact your portfolio — can be confusing. Plus, there’s so much investing advice out there, and so many stock, bond, and crypto opportunities that it’s impossible to keep track of it all. Whether you’re on the hunt for your next investment, looking to rebalance, or curious about just how far your money could go, AI Advisor has got you covered. Here’s some inspiration.
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AI Advisor is your true personal financial assistant. For any question you ask, it considers your individual situation, and gives you customized guidance, meaning you can live your life fully informed and confident about every financial decision you make.
Are you ready to get personalized guidance?
