Omnium Basic Advisory
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 perfect tool to get to know your client’s financial situa-tion, needs and wishes
- 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
- Highly customizable and flexible PDF client document


Key features
Key features
- The perfect tool to get to know your client’s financial situa-tion, needs and wishes
- 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
- Highly customizable and flexible PDF client document
Description
Preview

