Thanks to modular components and a central client profile, all data is consistently available – for maximum efficiency and seamless advisory experiences.
Extensive configuration options and tailored solutions enable flexible adaptation to your advisory process.
Omnium fits smoothly into your existing IT landscape.
The platform connects to core banking systems, CRM tools, archiving solutions, and other third-party systems – optimizing processes, creating a unified data foundation, and improving advisory efficiency.
From a first home through starting a family, building wealth, and retirement planning – Omnium guides clients through every life event.
With its wide range of modules and thematic areas, the platform always delivers the right advisory at the right time.
Whether in face-to-face meetings, via screen sharing, or through digital self-service: Omnium meets clients on every channel.
The combination of Omnium Advisor and Omnium Client enables seamless coordination between advisors and their clients.
Omnium is the digital advisory platform for banks, insurers, and financial advisors. It connects personal and digital advisory with modern self-service features – everything you need for future-ready client advisory, in one place.
Omnium brings together all advisory topics in a bank – from lending and investments to retirement planning. The result is a new advisory experience: efficient in preparation, consistent in delivery, and compelling in impact.
With Omnium, insurers have a unified platform that brings together life and non-life business, integrates quotation systems, CRM, and client portals, and enables seamless end-to-end processes.
Omnium integrates all the elements that matter into a single system: modern specialist modules, central controls, and a platform that allows clients to communicate and access self-service with ease.
Omnium Advisor brings all advisory topics together in one intuitive platform. From education and needs analysis to pensions, mortgages, and investments to complex financial planning – the Omnium modules guide clients throughout their entire lifecycle.
Omnium Client connects personal advisory with digital self-service and interaction options. This keeps advisors in contact with their clients at all times – before, during, and after the consultation.
The Omnium Calculators provide accurate, easy-to-understand calculations across all relevant financial topics and support both advisor-led consultations and customer self-service.
Our calculation components can be integrated into existing systems, specialist applications, or individual solutions via APIs. This keeps your architecture flexible, scalable, and future-proof. We take care of data maintenance in line with the latest legislation.
In the SaaS version, Omnium is production-ready within a few days. After the environment is provisioned, configuration, training, and onboarding follow according to your requirements.
Omnium is modularly structured and can be flexibly adapted to different requirements. Advisory processes, products, and regulatory requirements can all be configured individually and extended as needed.
Yes. Omnium has open interfaces and can be connected to existing CRM, banking, or portfolio management systems.
Omnium is available in German, French, Italian, and English – both in the application interface and for client documents.
The cloud solution (SaaS) is operated in Switzerland. All client data is processed and stored in accordance with Swiss data protection law (revDSG).
Omnium is continuously developed. Updates, new features, and regulatory changes (e.g., AHV reform, occupational pension reform) are included in the subscription and are released twice a year.
Omnium supports you in complying with relevant regulatory requirements (including FinSA, revDSG) and is continuously adapted to new legal requirements.
“With Omnium's demo access, you can easily test all the modules for free. I look forward to advising you.”
Sascha Schmid
Customer Success Executive, Digital Banking
+41 44 297 57 37
omnium-customerservice@netcetera.com
Tea Schmid, Head of Advisory Processes and Tools at St. Galler Kantonalbank, explains how the digital financial advisory solution "Omnium" offers customers a modern, digital, and holistic financial advisory.
Stefan Giger, Head of Payment Fraud & Dispute Services at SIX Banking Services, about the ACS service for their debiX+ white-label app, which provides a stable, scalable service for handling 3DS transactions.
Shaun Baumberger, Head of Mobile Banking at PostFinance, describes how they launched the first Mobile Banking app on the Swiss market together with G+D Netcetera in 2011, and relaunched the app from scratch in 2021.
G+D Netcetera is a founding member of the Wow!Banking initiative in Germany. The initiative brings together experts from technology, consulting, academia, and practice to give the German financial market new impulse.
Maximizing Trust and Efficiency: G+D Netcetera expands ISAE 3402 certification to cloud services
Reaching the goal together: Finnova and G+D Netcetera
