All-in-one: advisory, interaction & technology on a single platform
Consistent data management
Seamless advisory across all channels
Modern, integration-ready and scalable
Rethinking Financial Advisory
Omnium is the digital advisory platform for banks, insurance companies and financial advisors. It combines personal and digital advisory with modern self-service features – providing everything needed for future-ready client advisory on a single platform.
Omnium Advisor
Advisory cockpit and topic modules for every life stage.
Omnium Calculators
Topic-specific calculators for quick answers to selected questions.
Tailored Advisory for Every Life Stage
From the first apartment through starting a family and building wealth to retirement planning – Omnium guides your clients through every life event. Thanks to the platform’s diverse modules and thematic areas, you can provide the right advice at the right time.
Flexible and Connected
With modular components and a central client profile, all data is consistently available – ensuring maximum efficiency and seamless advisory experiences. Extensive configurations and custom solutions allow flexible adaptation to your advisory process.
Hybrid Advisory – Personal and Digital
Whether in face-to-face meetings, via screen sharing, or through digital self-service, Omnium meets your clients wherever they are. The interplay between Omnium Advisor and Omnium Client ensures smooth coordination between advisor and client.
Perfectly coordinated
Omnium fits perfectly into your existing IT landscape. The platform can be connected to core banking systems, CRM tools, archiving solutions, and other peripheral systems. This allows you to optimize processes, create a uniform database, and increase the efficiency of your consulting services.