360° overview of all relevant customer data, advisory topics, interactions, and open issues.
Modules & topics
From education and needs analysis to pensions, mortgages, and investments to complex financial planning—with Omnium, you can support your customers digitally while tailoring your approach to their current life situation and throughout their entire life cycle.
Basic advisory
Goal-oriented initial consultation and rolling planning for a comprehensive needs analysis and targeted optimization of the individual financial situation.
Finance
Comprehensive financing advice for all private residential construction projects.
Investing
Goal-based asset investment – from the right investment strategy to implementation and monitoring of defined investment goals.
Pension provision
Precise risk analysis and targeted optimization in the areas of disability, death, retirement, and real estate affordability.
Life and pension planning
Individually tailored life and retirement scenarios that make long-term goals visible, plannable, and achievable.
Taxes
Comprehensive analysis and optimization of your tax situation through intuitive comparisons and realistic simulations.
Inheritance and bequeathing
Practical needs analysis and estate planning for transparency, clarity, and security in all options and measures.
Household budget
Structured and intuitive budget planning for greater control and financial clarity in financial planning.