Integration Interview

1. Company & Contact Information
Please list their name

Primary Contact for this Partnership Integration

What type of platform are you?
2. Product Offering
Key benefits to Orion clients if this integration is built
How many RIAs/financial institutions do you currently serve?
3. Customer Demand & Mutual Clients
How often do clients request an Orion integration?
4. Business Model & Commercial Alignment
What is your revenue model?
Are you open to a referral or revenue‑share agreement?
5. Integration Vision & Scope
Which functional areas should the integration touch?
Which data should be exchanged?
6. Technical Capabilities & Security
Supported integration methods
What authentication methods do you support?
Have you built API integrations with FinTech firms before?
What security certifications/frameworks do you comply with?
Do you currently hold at least $1 Million in cyber liability insurance?
Please let us know if the answer is yes, no, or in development/planned. If yes, please briefly describe how AI is used within our platform, including how client or third-party data may be processed, stored, or utilized.
Examples include; SOC 2 report, AI governance or data usage policy, cybersecurity or information security documentation, cyber liability insurance certificate.
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