Client Testimonials

Adam Stewart
Director and Financial Adviser – Compound Wealth Limited

“I like how I can recommend any KiwiSaver fund and compare them easily, the solution saves me a lot of time and helps me add value to my clients

Michael Taylor
Managing Director – Strategic Financial Planning Limited

We’ve 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..

Read about how Strategic utilise the OMNIMax system for reviews and client authorisation in this case study >

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.

Read about how BNZ use OMNIEngage – advisor driven modelling tool, in this case study >

Patrick Clemenger
Managing Director – Andrew Webster

“I think what they (OMNIMax) do is great. Visuals are impressive and aesthetically it’s a good tool, the charts and graphs make it (the SOA) look sharp, I couldn’t create the charts myself. The OMNIMax software has provided me with a base for good financial advice.

Read about how Andrew Webster use OMNIAdvice, in their advice process, in this case study >

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, 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.”

Read about how BNZ use OMNIEngage – advisor driven modelling tool, in this case study >

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. 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.”

Read about how Strategic utilise the OMNIMax system for reviews and client authorisation in this case study >

Interactive web calculators and scenario modelling tools through to complete advice workflows, we have customisable solutions for KiwiSaver, Investment, Wealth and Retirement Planning.

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