Omniscient is the simplest and fastest growing CRM in the financial services industry. While in stealth mode, Omniscient is tightly integrated with custodial-agnostic asset, MS Exchange, email and calendar integration, as well as document management and robust CRM functionality. Omniscient is rapidly becoming known for delivering best in class, on-demand Service Enabled Software TM, which is both relatively low-cost and very simple to use. On-demand, cloud-based technology gives users the ability to use enterprise class software without having technical expertise. Omniscient is easy to learn and use, and will not take long for you to enter your data and get on with the business at hand.
Omniscient CRM features include:
- Client household and contact information
- Calendar, email, and marketing campaigns
- Tasks and activities
- Portfolio performance
- Digital document management systems (DMS)
- Operations service team connectivity
- Cloud based technology
- On Demand – No need to buy any server or software, just start using it
- You can use it anytime, anywhere or on any device
- Easy-to-use, customizable, and designed to increase sales productivity
- Automated quotations, invoices, reminders to give real professional image
- Secure servers, automated daily backups, no data loss
Our integrated data and Contact or Household views enable the advisor to create and customize performance reports directly from the Contact or Household information page. Other reports can be created in this fashion as well, including Monthly Income reports, Transaction reports, Performance reports, or aggregated Holdings reports.
Advisors simply select the information that they want to include in the report, preview the data before creation, and then save the report directly to a PDF. Reports can be securely and paperless distributed to clients through Omniscient’s integrated Customer Portal.
Multi-Custodian Portfolio Integration
Client account data is imported daily from ALL major custodians. You can view various reports related to individual client accounts and aggregated household reports directly on the Contact or Household view page. These reports can be customized to show:
- Account Details & Performance
- Related Accounts
- Holdings & Transactions
- Monthly Income
As shown above, advisors can also monitor their entire book of business, sorting accounts by size, composition, and revenue. Additionally, you can view positions held across your business and all accounts that hold them
Omniscient’s Contact Management allows you to track leads, prospects, individual contacts, and your households. These pages are fully integrated with all other features of the CRM.
Leads: Manage contact information for lead clients. When won, you can easily convert them to Contacts with the click of a button.
Potentials: Manage potential sales clients by tracking sales stage, probability, number of accounts and value of assets. You can track their sales orders, quotes for products & services, and anticipate future revenue with expected close dates.
Contacts: Store your clients’ contact information, documents, track communications, and view their personal accounts all in one place.
Households: All Contact and account data rolls-up into the Household so that you can view every detail about the client, from contact information, documents, activity history, and transaction records on their individual accounts to aggregated reports for the whole household.
Your Omniscient calendar is fully integrated with your Exchange account and Omniscient Contacts. Track attendees and keep notes on the meeting, and retrieve them directly through your calendar or through the Contact’s Activities record. A detailed Activity History log is available for every client through this integration.
Omniscient’s Omnimail supports your Microsoft Exchange email account so that your client communications can be linked directly to the Omniscient Contact for compliance. This communication record is never deleted so that you always have a point of reference for past client communications.