Staying ahead of the curve
Wells sums up, “we feel automation and digitalisation of process and workflow gives us a greater ability to give our clients the personalised advice and service they all deserve. This industry is ever evolving and our clients are at the forefront of everything we do. OMNIMax provides us the tools to position our offering to be ahead of the curve. When we first met with the OMNIMax team they were so approachable, we underestimated the knowledge they had. We thought they were just developers but quickly came to realise they understood the industry and understood what we needed. Nothing we asked for came as a surprise to them and so we had the faith to move into the investment area as well.
We’d eventually like to move all our advice workflows to the system. OMNIMax are a great asset to our business, and we are lucky to partner with them. We have full confidence in what they are doing and the solution costs nothing really, it more that pays for itself.”