The Sora Pilot is Live!
The Sora product launch and pilot is underway and we couldn’t be more excited.
Sora is pleased to announce our product launch with a pilot cohort of ~20 financial advisors and real estate agents. We now have an automated tool that will allow individuals and families to optimize their new or existing debt. We are on a mission to provide American families with peace of mind: putting more money in their pockets to invest in their families. When we started Sora, the world and economy were in a different place, but one thing that stayed true is the billions of dollars Americans are paying in excess interest. Now more than ever, the rate you pay on your loans is critical as spreads widen in a rising rate environment. Saving is a comprehensive and dynamic process that includes finding ways to pay less on loans – period.
In the past week of onboarding financial advisors and realtors we’ve gained so much insight into how Sora can be integrated with financial practices to effectively shop, compare rates, get the best deal, and execute. One of our pilot participants, Rick Valenzi of the Financial Zen Group noted, “Sora solves one thing we help people with that we used to have to outsource. Our clients are going to love this in a big way.” Advisors with Gen Y/Z clients are seeing strong value in addressing their basket of loans, while also making the process interactive and digestible. Other advisors such as Emerson Ham from Sound View Wealth Advisors saw this tool as a great way to help the next generation, using debt optimization as a hook for intergenerational families. When asked to rank how advisors see Sora bringing value, 86% of Sora pilot participants found the tool as a fantastic way to deepen client relationships and 57% found the tool as a way to differentiate their practice. We saw overall excitement as advisors noted that when rates are poised to drop, their clients will be positioned to jump at refi opportunities.
We at Sora are so thrilled to kick off our pilot and product launch! Participants of the pilot can look forward to informative webinars, happy hours, and getting to know an amazing community of financial advisors and real estate agents. Even just one week into the process we’ve gotten actionable feedback and we’re looking forward to improving our product with the help of our pilot participants. Stay tuned for the roll-out of some truly amazing features currently in the pipeline!
Advisors: please sign up for a demo here.
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