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.

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“The purpose of the KiwiSaver Navigator tool was to give our staff the confidence to have a discussion that provides the customer with all the necessary information to make decisions. We’ve introduced this with the primary goal of improving customer outcomes!”

Peter Forster
General Manager – Wealth, BNZ

Read BNZ Case Study >
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Talk to us about what you need to demonstrate to your clients, we’ve got templates available for KiwiSaver, Investment, Mortgage, Insurance and more that can be customised to your business.

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Integrate OMNIEngage with other OMNIMax products…

OMNICalc Web Calculators

Sophisticated web apps to interact with potential clients and generate leads.

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OMNICalc Web Calculators

Automate your advice workflow and produce concise Statements of Advice and reviews.

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