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COVID-19: Stay in Front of Your Clients

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.

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. Calls, emails, and SMS messages are coming into your practice with questions.  Individual communication can be time-consuming and each of your clients concerns need to be addressed. Our platform makes it easy to stay in front of clients with our with automated emails, quick dialing phone calls, and SMS capabilities. Omniscient’s Total Practice Management integrates a your financial firm’s business and client data into a single platform offering solutions and tools that will automate 80% of business activities.

View our BROCHURE about solutions on how we can help your practice.

Omniscient is closely monitoring developments concerning COVID-19 (coronavirus).

We’d like to take this opportunity to remind you of our business continuity and preparedness plan, and to assure you of our commitment to always delivering best-in-class products and solutions.

We have routinely-tested, comprehensive business continuity plans to support our global locations and business functions. We have taken prudent steps across our business segments to ensure successful continuity in our offices throughout the United States. This includes implementing safety precautions such as work-from-home or work dispersion, restricting non-essential travel, and replacing some of our in-person events with digital experiences. Other components of Omniscient’s business continuity planning include:

Client Service: Our support specialists are consistently available to handle day-to-day needs and are supported by a team to ensure continuity of coverage, reporting consistency and delivery of service on a local, regional and national basis.

Internal Systems & Data: Technology and reporting capabilities are an important component of our client service model. Tools including e-mail, data and analytics are pivotally important and are managed in a secure and redundant environment.

Connectivity: We have implemented a fault tolerant network that connects all of our facilities. We also leverage multiple redundant internet network paths as well as multiple internet providers.

We will continue to assess our business continuity plans to ensure the most recently approved strategies are current and actionable in meeting the needs of our clients. Our internal teams regularly exercise and model scenarios in order to best prepare for multiple contingencies.

We are committed to helping you navigate any potential challenges as the conditions surrounding COVID-19 evolve. We have expert teams ready and available to assist you with contingency planning and operations, and any other support you may need to help manage your business.

Be Proactive - Find Solutions

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