Articles tagged with 'OMNIMax'

Shaping the Future of Financial Advice: An Interview on OMNIMax’s Investment Adviser Tool

18 November 2025 - Financial advisers need to deliver clear, and client-friendly advice. OMNIMax has developed Investment Adviser Tool to make that process more efficient while improving the client experience.

Show Clients the Future, Not Just the Numbers: Meet OMNIMax’s Projection Tool

8 September 2025 - OMNIMax’s new Projection Tool is built for, a visual, interactive way to show how a client’s KiwiSaver, investment, or both could grow over time, and the difference your advice makes in reaching their goals.

Unlock New Opportunities with OMNIMax’s KiwiSaver Advice Tool

19 May 2025 - KiwiSaver Adviser Tool streamlines the KiwiSaver advice process and helps financial advisers to deliver tailored KiwiSaver advice at scale. It automates key parts of the advice process and enables advisers to generate a Statement of Advice in under 10 minutes, significantly reducing the time and effort traditionally required.

Streamline Your Investment Advice with OMNIMax’s New Investment Solution

10 February 2025 - OMNIMax has launched its latest workflow solution tailored for financial advisers: Investment Adviser Tool. Designed to enhance efficiency and improve client service, the solution incorporates insights from investment advisers to streamline essential processes.

Do you offer KiwiSaver advice?

5 June 2024 - OMNIMax’s KiwiSaver solution makes it easy to offer KiwiSaver advice.

7 Reasons Why You Need a Digital Advice Process

19 July 2023 - Digital solutions have been embraced by industries worldwide including the financial advice industry. But those yet to implement a digital financial advice process may wonder why they should bother if their current process works for them.

Are you undertaking regular client KiwiSaver reviews?

12 September 2022 - Client reviews are often pushed to the backburner, especially if they are a lengthy manual process. Are you disadvantaging your business more than you realise by not doing them?

Providing the personalised KiwiSaver advice that clients deserve, at scale...

14 January 2022 - Amicus Group finds the answer to service its KiwiSaver clients.

Q & A: Should I shift to a digital advice process?

23 February 2021 - Have you been thinking about going digital but not sure if it will benefit you and have no idea where to start? Jonathan Taylor, Managing Director at OMNIMax Software Solutions, answers your questions about going digital with your advice process…

Christchurch based financial advisor Patrick Clemenger talks about communicating outcomes and ensuring clients understand the advice he gives

30 July 2020 - Engaging clients in the investment arena can be challenging at times, especially with legislation around what financial advisors must provide to clients, not everyone wants to read 40, 50 or more pages of a Statement of Advice…

OMNIMax and BNZ work together to help BNZ customers get the most out of KiwiSaver

8 June 2020 - A few simple tweaks to your KiwiSaver investment, like choosing the right fund or setting a higher contribution rate, can have a big impact on the amount you save.

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