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Omnium Suite

The Omnium Suite is a financial advisory software that has set new standards in intuitive digital multi-channel advisory for self, face-to-face and expert advice. The various Omnium modules can be used independently. Neverthe-less, data input happens once when relevant and can be reused by all other Omnium modules.

Key features

  • The Omnium Suite covers all advisory topics which are rele-vant, primarily in retail and affluent banking.
  • 100% focus on face-to-face and self-advisory including expert views
  • Proven application and heavily used by many leading Swiss banks and insurance companies
  • Large set of open APIs for tight integration with Avaloq and other third-party systems
  • Highly customizable frontends and client documents

Description

Omnium is Switzerland's most comprehensive and holistic advisory suite for banks and insurance companies. The Omnium Suite covers a large set of modules:

  • Basic Advisory (get to know your customer)
  • Financing
  • Wealth Management
  • Pension Provision (occupational disability, death, retirement)
  • Life and Pension Planning  
  • Tax
  • Inheritance
  • Household Budget

Omnium excels in the following areas:

  • Simplicity over complexity while still allowing experts to ad-dress the details
  • Multi-device (responsive front-end design)
  • Covering the entire value chain: company and advisor presen-tation, defining goals and wishes, analyzing and advising, proposing, product comparing and offering
  • 100% reuse of customer data when advising several topics, data consistency across all channels
  • Large set of open APIs for tight integration with Avaloq and other third-party systems
  • Customer’s CI/CD is applied for front-end and PDF docu-ments.
  • Omnium supports German, French, Italian, and English.

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 ManagementMortgagesTaxes
Released: 18 January 2021
Type: Open API