Some of Our Client Stories
How our clients achieved their goals using our solutions
Investment Reviews + Client Portal
Strategic is a provider of bespoke portfolios and needed an investment review process and a portal where clients can track their investments.
A Custom Advice Workflow
James Kara from Swain Woodham Group engaged the OMNIMax team to create a customised workflow to suit how he worked.
What Our Clients Say
Some kind words from our clients
“It’s so easy and simple. We’re finding it 60-70% faster, the solution gives us the ability to deliver quality personalised advice at scale.”
Nick Wells – Amicus
“The OMNIMax solution ensures you are meeting your compliance requirements around record keeping and providing advice.”
Matt Isbister – Isbister Partners
“The tool is a meaningful step forward for us in helping our customers to understand a complex wealth product.”
Peter Forster – BNZ
How We Work
Our process for delivering custom solutions
We discuss and confirm your objectives, your target users, the types of information that will be presented and how the information will be accessed.
We create a framework around the flow of data required and establish the technical, functional, and visual requirements of your solution.
Our team builds and tests your solution and regularly checks in with you to confirm development is on track. Existing data is migrated into your solution.
Your team receive training on how to use your solution. Your solution is deployed to a test environment for you to test and we fix any bugs.
Your solution is made live! We then monitor your solution for 30 days to iron out any technical issues. After 30 days, you will move on to one of our support plans.
Cost-effective solutions personalised with your branding