An Omnium consultation becomes an interactive experience from preparing a meeting to closing it online.
Why Omnium?
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Customer loyalty
The advisory experience, the holistic view of the customer’s financial situation and goals create the basis for customer loyalty and retention.
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Cross- & Upselling
The variety of modules and their intelligent combination guarantees optimal cross- & upselling potential.
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Efficient processes
Clear and flexible user guidance and the large number of integration points enable efficient end-to-end processes.
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Consulting quality
Simple visualisations and interactive graphics support the advisor and strengthen the customer’s understanding and transparency at the same time.
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Consulting experience
Omnium supports the consultation digitally and holistically due to visualisations and simulations. A consultation is interactive, clear and guarantees a unique consulting experience.
Goal-based consulting
Customer’s goals, wishes and needs are the basis for holistic consulting. Omniums flexible modules support goal-based consulting which is tailored to the current life situation as well as the entire life cycle of your customers.
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Omnichannel
Omnium enables sustainable customer interaction across all channels tailored to the needs of your customers whether in a face to face or remote consultation with an advisor or online on the customer portal.
Modules & Topics
Omnium offers a choice of more than 10 advisory modules. It provides everything from a single source – whether it is goal-based basic advisory, advice for financing a home or comprehensive pension planning. Data needs to be entered only once in the central customer profile and is immediately made available for all relevant modules.
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Integration
Integration options are provided through a comprehensive selection of standardised interfaces. Use cases are for example importing or exporting updated asset values, calculating viability, obtaining quotes or archiving documents. Our clients – banks or insurance companies – define the desired level of integration.