What is/how does Sidekick work?

Sidekick leverages generative AI models along with Origin's financial expertise to deliver personalized financial guidance. After connecting your financial accounts, Sidekick reviews your spending patterns, investments, and full financial profile to gain an understanding of your unique situation. It then provides insightful financial guidance tailored specifically to you regarding your budget, saving strategy, and more.

A key capability of Sidekick is its natural language processing which allows it to have conversations with you about your unique financial situation. This empathetic approach combined with Sidekick’s ability to rapidly analyze data gives it the power to have an in-depth understanding of your finances and provide customized guidance.

Sidekick can also generate data visualizations based on your connected account information to visually show you how your spending aligns with your goals and budget over time.

By leveraging the number-crunching power and intelligence of AI, Sidekick can offer you unbiased, optimized, round-the-clock guidance.