Financial Advisory

Digital consultancy support for banking and insurance

A modern advisory solution that combines the best of the digital and face-to-face experience

From preparing meetings to online statements, Omnium sets new standards in digital consultancy support for banking and insurance consultants, both online on customer portals and during consultations. The various module features enable sustainable customer interaction across all channels. Omnium modules cover all aspects of financial consultancy, including pensions, retirement plans, homeownership, investments and savings, taxes, and estate planning.

Our partners

Braingroup digitizes your world of advisory: Braingroup is leading in the digital transformation of advisory and sales processes. With Omnium, Braingroup sets new standards in the digital advisory support for banks, insurances and health insurances. Omnium is based on a strict omni-channel strategy and enables bi-directional communication between customer portal (self-service advisory), face-to-face advisory (counseling interview) and expert advisory.


Your benefits

Outstanding Customer experience due to the holistic approach in financial consulting 

High customer satisfaction and loyalty earned though our transparent and unique approach across the customer’s preferred mix of channels 

Increased Customer Lifetime Value thanks to the variety of modules and their intelligent combination, leveraging the cross and up-sell potential on an individual customer level

Efficient end-to-end processes in an omnichannel environment 

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