Omniscient - Total Practice Management 的封面图片
Omniscient - Total Practice Management

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
https://www.omnisrv.com
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

地点

  • 主要

    1900 The Alameda

    First Floor

    US,CA,San Jose,95126

    获取路线
  • A-901 Mondeal Square Prandagar Road

    IN,Gujarat,Amedabad,3800015

    获取路线

Omniscient - Total Practice Management 员工

关联主页

相似主页

查看职位