Now is the time call and provide guidance.
With the right tools and structure, you can be just as effective working from any location.
Omniscient users have a business continuity plan in place as our cloud-based systems are securely accessible by any compatible internet-connected device to provide you with the tools to work remotely.
Omniscient’s Total Practice Management platform is centered around our CRM tailored for financial advisors.
Rather than fitting your practice to the CRM, it’s much more efficient to have a CRM that fits your practice: your professional needs, your personal needs and your customers’ needs.
The market and media panic created from the COVID-19 is causing concern in your clients. The best thing you can do to provide peace of mind is to be proactive and stay in front of your clients with communication.