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Omniscient - Total Practice Management
Information technology & services
Founded in 2012
San Jose, CaliforniaOmniscient - Total Practice Management
Information technology & servicesFounded in 2012San Jose, California
EmployeesOmniscient - Total Practice Management's financial review
Employees
8
Omniscient - Total Practice Management information
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 critica...
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
Omniscient - Total Practice Management industries
Ria
Fintech
Advisor tech
Wealth management
Omniscient - Total Practice Management's financial review
Employees
8
Employee Metrics
Technologies
Notable Alumni
Employees
Sales Executive
Digital Marketing Specialist
Board Member/Director
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Why our clients choose Apollo
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