Visually demonstrate the value of your advice and seamlessly on-board new clients.
OMNIEngage is a tool designed to aid financial advisors in sales, allowing quick demonstration of the value of your advice based on a clients selections. Engage current and prospective clients visually with in-depth charts and analysis, based around your products and solutions, and collect their information to follow-up.
We have templates available for Investment, including KiwiSaver, plus Mortgage and Insurance which can be customised to the specific requirements of your business. OMNIEngage allows a customisable on-boarding workflow, so that your clients can sign up for your products and services online, allowing the streamlined production of a Statement of Advice.