Enable visual demonstration of the value of your advice by modelling scenarios with in-depth charts and analysis
OMNIEngage is a tool designed to aid financial advisers in sales, allowing quick demonstration of the value of your advice by modelling differenct scenarios 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, which are adviser driven and can be customised to the specific requirements of your business.
For Investment and KiwiSaver advisers make selections around a clients personal situation, including goals and risk preference, to generate charts and analysis and show how their savings may grow.
OMNIEngage allows a customisable on-boarding workflow pushing the information collected through to be used in the production of a Statement of Advice and can allow clients to sign up for your products and services online,