Financial Advisory

Omnium is a hybrid financial advisory platform across all channels – digital and in person. It is designed for banks, insurance companies, and financial advisors, enabling structured advisory throughout all life stages. By combining advisory services with modern self-service features, Omnium creates a sustainable customer experience.

Omnium consists of three main components: Omnium Advisor, Omnium Client, and Omnium Calculators. Together, they offer everything you need for future-proof customer advice from a single source: from advisory services and customer interaction to well-founded calculations and simulations.

Omnium enables hybrid advisory by seamlessly combining personal and digital interactions. Advisory meetings can take place in person or via screen sharing, while customers can revisit their results afterwards through Omnium Client. A central customer profile ensures that all data remains consistent and is always up to date.

Omnium is built as an open, modular platform that can be integrated into existing core banking, insurance and CRM systems via standard interfaces. This allows you to reuse existing data, streamline processes and avoid media breaks across your advisory landscape.

With Omnium you can standardize advisory quality, reduce manual effort and increase efficiency through guided processes and reusable data. At the same time, you strengthen customer relationships by offering personalized, omnichannel advice that covers all life stages from financing and investing to retirement planning.