Omnium for banks 

We bring banking advice to life – holistically, efficiently, and in an integrated way

Banking advice reimagined

Banks today face the challenge of harmoniously combining personal advice and digital services. Yet advisory processes are often still fragmented, data is scattered, and transitions between channels remain bumpy. Omnium creates clarity and connection: an integrated platform that brings together all of a bank's advisory topics – from financing and investment to retirement planning. The result is a new advisory experience: efficient in preparation, consistent in execution, and convincing in its impact.

Consulting that convinces.

With Omnium, you can create clear, standardized consulting processes for all banking topics – from financing and investment advice to savings and retirement planning. This enables you to support and advise your customers holistically, across every phase of life.

Visible across all channels.

With Omnium Client, you can extend your advisory services into your customers' digital world: advisory results can be shared directly in mobile or web banking, self-service modules support customers in preparing for and following up on meetings, and promote interaction – for stronger customer loyalty and more opportunities to close deals.

Efficiency through smart networking.

Omnium integrates seamlessly into your existing system landscape: core banking systems, archiving systems, and API-supported calculations are connected directly. Thanks to a central customer profile, data flows consistently through all modules and channels – ensuring maximum efficiency and transparency.

As unique as your bank.

Are you missing certain functions or would you like more flexibility? Together, we develop tailor-made solutions so that Omnium is optimally tailored to your needs.

On-premise or cloud – you decide.

Whether locally in your bank IT or securely in the cloud: Omnium offers flexible operating models that integrate seamlessly into your infrastructure and security policies. This allows you to retain full control over your data and systems.

Your advantages

Rely on Omnium – for individual results that inspire and have a lasting effect.

Greater efficiency

Standardized processes and seamless system integration save time and money.

Stronger customer loyalty

Omnichannel experience from consultation to mobile banking.

More sales potential

Cross-selling and upselling through comprehensive advice across all banking products.

Audit-proof advice

Documentation and processes meet regulatory requirements.

Interested?

Our experts are happy to advise you on our services.
Get in touch with us.

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