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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

Description

The client advisor is guided but still free to navigate to any topic at any time:

  • Goals & wishes
  • Budget
  • Assets & obligations incl. development before and after re-tirement
  • Opportunities and risks
  • Services and products
  • Actions

Company description

Braingroup AG is a leader in financial advisory software and digital transformation. Its core competencies include innovative and smart advisory solutions and holistic sales processes for banks, insurance companies and health insurers.

Its flagship product suite Omnium sets new standards in intuitive digital multichannel advi-sory for self, face-to-face and expert advice. Omnium offers dedicated modules such as fi-nance (mortgages), life and pension planning, wealth management, pension provision, tax-es, and basic advice. Thanks to Omnium, the customer interaction becomes a sustainable overall experience which allows 360° life cycle planning.

Founded in 2002 and headquartered in Zurich, the software company employs some 60 people.

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