Client Testimonials:

Peter Forster
General Manager – Wealth, BNZ

“BNZ staff are now better equipped to have quality conversations with our customers on the benefits of the BNZ KiwiSaver scheme and the impact of customer choices on their outcomes. The tool is a meaningful step forward for us in helping our customers to understand a complex wealth product, resulting in customers being better equipped to choose an appropriate fund for their situation.

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Peter Forster
General Manager – Wealth, BNZ

“BNZ worked closely with OMNIMax customising the OMNIEngage tool with BNZ look and feel. User feedback was incorporated to work through several iterations before the solution was finalised. While the OMNIMax team were building the application and database, they worked in house with BNZ to deploy the solution within the BNZ Azure environment. The collaboration was a great success delivering a rich and robust user application within a very short time frame.”

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Michael Taylor
Managing Director – Strategic Financial Planning Limited

“The implementation of the OMNIMax OMNIAdvice solution has assisted us in providing consistency of financial planning across all of our clients. We’ve also greatly reduced the time associated with each client due to the automation and digitalisation of our workflows. The solution is a great asset to us and gives our advisors the tools to visually show the benefits of the products and services that we offer. I’d have no trouble in recommending OMNIMax to others in the financial community.”

Interactive web calculators and client engagement through to complete advise workflow software products, we have customisable solutions for KiwiSaver, Investment, Mortgage and Insurance.

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