Automated processes and consistent data flows
Personalized, comprehensive advice
Sustainable customer interaction across all channels
Seamless connection to Omnium Client
The digital way to advise
Omnium Advisor combines all consulting topics in one intuitive platform. From analysis to implementation – for digital and personalized advice that inspires your customers.
Modules & topics
From education and needs analysis to pensions, mortgages, and investments to complex financial planning – with the Omnium modules, you can support your customers digitally while also tailoring your approach to their current life situation and throughout their entire life cycle.
Everything under control – from planning to completion
The Omnium Cockpit is the central hub for advisors. It bundles all relevant customer data, supports you in preparing for consultations, and guides you through the entire advisory process in a structured manner.
Enter once, use everywhere
All consulting modules share a central customer profile. Data is entered once and immediately available in all modules – for maximum efficiency and a seamless consulting experience.
Consulting that goes further
Thanks to the direct connection to Omnium Client, consulting results, documents, and next steps can be shared digitally with your customers. This turns digital consulting into a continuous dialogue – at any time and across all channels.