Financial services
AI voice workflows for financial services.
Oriole helps wealth managers, advisory firms and financial institutions turn market commentary and client updates into professional audio that clients engage with.
The challenge
The problem businesses face.
Financial services firms produce high-quality written content every week: market updates, investment commentary, portfolio reviews, regulatory summaries. Most of it competes with hundreds of other emails in a client's inbox. Open rates are low. Engagement is lower. Clients appreciate the insight when they read it, but they rarely do. Meanwhile, podcasts and audio content are the fastest-growing media format among high-net-worth audiences.
How Oriole helps
Voice workflows built for financial services.
Oriole takes the written content your team already produces and turns it into broadcast-quality audio. Weekly market commentary becomes a podcast. Quarterly reviews become personalised client briefings. Regulatory updates become an audio series. No studio, no recording sessions, no performance required. Your analysts and advisors keep writing. Oriole handles the production.
Workflows
Workflows for financial services.
Podcast production
Market commentary, investment outlook and thought leadership produced as a professional podcast. Scripted from your written content, voiced in your brand tone and distributed to all major platforms.
Personalised briefings
Portfolio-specific updates, meeting preparation notes and market context compiled into an audio briefing for individual clients or client segments.
Lead qualification
Inbound enquiries from campaigns and referrals qualified through voice conversation. Investment interest, portfolio size and advisory needs captured and routed to the appropriate advisor.
In practice
How financial services businesses use Oriole.
A Sydney wealth management firm
publishes a weekly market podcast from their CIO's written commentary. The podcast has 3x more regular listeners than their email newsletter had regular readers.
A Melbourne financial planning group
sends personalised pre-meeting audio briefings to clients covering their portfolio performance, recent market context and the agenda. Clients arrive prepared and meetings are more productive.
A Brisbane mortgage broker
qualifies inbound leads through a voice workflow that asks about property value, loan amount and employment type. The broker receives qualified leads ranked by likelihood to proceed.
3-5x vs email
Listener engagement
< 24 hours
Production time
Spotify, Apple, Amazon +
Platforms reached
Get started
Ready to transform your financial services business?
Tell us about your business and the outcomes you are looking for. We will walk you through the workflows that fit and show you what the first one could look like.