Connecting personal advisory and digital channels intelligently
UnRiskOmega Hybrid Advisory combines classic advisory with digital interaction. Client advisors and clients work on one shared platform — across branch, e-banking and mobile banking.
Typical challenges
Consistent advisory across all channels
Clients expect a seamless experience between personal advice and digital services.
Ensuring efficient client interaction
Investment ideas, recommendations and communication must be delivered quickly and in a targeted way.
Deploying advisory capacity optimally
Advisors should focus on value-adding conversations while routine processes are supported digitally.
How UnRiskOmega helps
Integrating digital channels into advisory
E-banking and mobile banking are actively integrated into the advisory process.
Investment campaigns and digital investment proposals
Personalised buy, sell and switch recommendations can be delivered to clients in a targeted way.
Portfolio monitoring and digital interaction
Clients gain transparent insight into their portfolios and can interact directly with the bank.
Recommended solutions
Let's talk about your advisory process
In a 30-minute demo we walk you through the platform using your own scenarios.
Request a personal demo