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.
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Company Details
- Employees
- 11
- Founded
- -
- Address
- 1900 The Alameda, First Floor,india
- Industry
- It Services And It Consulting
- NAICS
-
Computer Systems Design and Related ServicesOther Computer Related Services
- Website
- http://www.omnisrv.com
- Keywords
- 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, Independent.
- HQ
- San Jose, CA
Omniscient - Total Practice Management Questions
Omniscient - Total Practice Management's website is http://www.omnisrv.com
Omniscient - Total Practice Management's LinkedIn profile is https://www.linkedin.com/company/omnisrv
Omniscient - Total Practice Management has
11 employees.
View email and phone details for 11
employees at Omniscient - Total Practice Management.
Omniscient - Total Practice Management's industry is
IT Services and IT Consulting
Omniscient - Total Practice Management's top competitors are
Distyl Ai,
Davis Quant Collective,
Curieus,
Hacknights,
Aggie Sports Analytics,
Volt,
Robert Half,
Codelab,
Hackdavis,
California National Primate Research Center.
Omniscient - Total Practice Management's categories are IT Services and IT Consulting
Omniscient - Total Practice Management's founding year is 2012
