Company
Category
Client Relationship Management
Released
18 January 2021
Type:
Open API

Omnium Basic Advisory

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About the partnership

The Omnium module Basic Advisory allows a quick 360° degree over-view of customers and to analyze their financial situation during a face-to-face meeting. It also supports the advisor in identifying and address opportunities and risks. The smart integration of financial services and products as well as the definition of concrete actions enable need- and goal-based ad-vice.

Key features

  • The smart integration into the Omnium Suite allows reuse of client data, deep API integration options and customer-specific CI/CD customization
  • 100% focus on face-to-face advisory
  • Proven application and heavily used by many leading Swiss banks and insurance companies