Basic advisory
The Basic advisory module offers the opportunity to analyze the customer's financial situation together with them and discuss potential opportunities and risks. The clever integration of services and products and the definition of concrete measures enable needs- and goal-based consulting.
Your contact
Marcel Steinmann
Executive Team Member, Expert Sales & Key Account Manager
«With our Omnium modules, you can provide your customers with comprehensive advice. Omnium is optimally tailored to your needs.»