Sales Enablement · Agent Directory

Orrigo

AI Agent

by S2 Strategy · USA

An asset management-specific AI agent marketing platform that automates complex RFPs and DDQs with a firm's compliance-approved language to transform marketers from writers and copy-pasters into editors and reviewers.

Live AUM-based pricing ✓ Demoed by Ezra Group
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Overview

Orrigo AI is an agentic operating system designed to accelerate and automate the process of responding to RFPs and DDQs for asset managers and wealth management firms. The platform utilizes retrieval-augmented generation and a vector database to maintain a vault of question-answer pairs that can be bulk-inserted directly into documents via a Microsoft Word plug-in as well as Excel, Chrome, and Edge plug-ins. It features specialized agents for qualitative responses and sales proposals, quantitative data updates for tables in recurring DDQs, and draft generation for client service presentations.

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