Digital investment and pension solutions for scalable advisory
UnRiskOmega supports retail banks in efficiently digitalising standardised advisory and pension processes. From fund savings plans to securities saving in pillar 3a, the platform enables consistent advice across branch, e-banking and mobile banking.
Typical challenges
Serving large client segments efficiently
Standardised advisory processes must be efficient, traceable and at the same time client-friendly.
Creating consistent client experiences
Clients expect the same quality in the branch as in digital channels.
Implementing regulatory requirements efficiently
Compliance and documentation must be integrated into the processes in an automated and scalable way.
How UnRiskOmega helps
Lean, easy-to-understand advisory processes
Digital support for straightforward investment and pension solutions with a focus on usability and efficiency.
Digital self-service solutions
Fund savings plans and pension solutions can be fully concluded and managed digitally via e-banking and mobile banking.
Automated compliance and process control
Integrated rule engines support compliance with regulatory and internal bank requirements across the entire advisory process.
Recommended solutions
Let's talk about your advisory process
In a 30-minute demo we walk you through the platform using your own scenarios.
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