An Omni­um con­sulta­tion becomes an inter­act­ive exper­i­ence from pre­par­ing a meet­ing to online clos­ing

Why Omni­um?

Cus­tom­er loyalty

The advis­ory exper­i­ence, the hol­ist­ic view of the customer’s fin­an­cial situ­ation and goals cre­ate the basis for cus­tom­er loy­alty and retention.

Cross- & Upselling

The vari­ety of mod­ules and their intel­li­gent link­ing guar­an­tees optim­um cross- & upselling potential. 

Effi­cient processes

Clear and flex­ible user guid­ance and the large num­ber of integ­ra­tion points enable effi­cient end-to-end processes.

Con­sult­ing quality

Simple visu­al­iz­a­tions and inter­act­ive graph­ics sup­port the advisor and strengthen the customer’s under­stand­ing and trans­par­ency at the same time.

Con­sult­ing experience

Omni­um sup­ports the con­sulta­tion digit­ally and hol­ist­ic­ally due to visu­al­iz­a­tions 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.

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 advice, 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.

Integ­ra­tion

Integ­ra­tion options are provided through a com­pre­hens­ive selec­tion of stand­ard­ized inter­faces. Use cases are for example import­ing or export­ing assets, cal­cu­lat­ing viab­il­ity, obtain­ing quotes or archiv­ing doc­u­ments. Our cli­ents — banks or insur­ance com­pan­ies — define the desired level of integration.

Omni­um im SaaS Betrieb

Omni­um is also avail­able as “Soft­ware as a Ser­vice” (SaaS). Brain­group AG man­ages the IT infra­struc­ture and IT sup­port. The IT infra­struc­ture is oper­ated from a cer­ti­fied data cen­ter. Access to the applic­a­tion is inde­pend­ent of loc­a­tion by means of a secur­ity cer­ti­fic­ate. All that is required is an Inter­net con­nec­tion and a web browser. 

The applic­a­tion is access­ible via tab­let, note­book or desktop PC. Tax data, key pen­sion fig­ures as well as legis­lat­ive amend­ments are updated reg­u­larly and are made avail­able without downloads.

What does Omni­um SaaS include and who is it aimed at?

Omni­um SaaS is a plat­form for full 360° fin­an­cial con­sult­ing and facil­it­ates the advisor’s every­day work. All that is required is an annu­al license. This offer has been used by numer­ous SME’s and also by smal­ler banks. We recom­mend Omni­um espe­cially for fidu­ciar­ies, fin­an­cial plan­ners, pen­sion and tax advisors, insur­ance brokers and asset managers.