Omniscient - Total Practice Management
IT 服务与咨询
San Jose，CA 522 位关注者
Provide financial advisors clarity through an all-encompassing software with end to end solutions to grow their practice
关于我们
Omniscient is built to integrate a financial firm’s business and client data into a single database offering our users a solution that will automate 80% of their business activities. Artificial intelligence leverages this proprietary database architecture to provide unique business and customer insight and analytics not available from any competitor. By integrating the function and data of critical business tool with the power of portfolio reporting, sales flow, marketing tools, document management and customer relationship management, using a SaaS delivery approach, we are positioned to deliver a best in class solution to the financial services industry serving a large and rapidly growing market. #Omnisrv #CRM #PandaDoc #CRM #financialCRM #RIA #TPM #OmniKnows #WeKnow
- 网站
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https://www.omnisrv.com
Omniscient - Total Practice Management 的外部链接
- 所属行业
- IT 服务与咨询
- 规模
- 11-50 人
- 总部
- San Jose，CA
- 类型
- 私人持股
- 创立
- 2012
- 领域
- Data Analytics、Business Process Automation、Artificial Intelligence、Machine Learning、Advisor Tech、Data Aggregation、Big Data、Wealth Management、RIA、Portfolio Management、Financial Services、Fiduciary、CRM、FinTech、PandaDoc、FinServ、FinTech、Financial CRM、TPM、Total Practice Management、Broker Dealer和Independent