Welcome to OMNI, CapIntel’s new digital presentation tool. In this guide, we’ll take you step-by-step through the process of creating, customizing and sharing an OMNI presentation and outline the enhanced experience.
New Features in OMNI
Both client and advisor experiences are enhanced with several new features designed to assist in client financial literacy and strengthening advisor-client relationships.
- Mobile Optimization: Ensure the presentations are accessible on any device, making it easier for clients to engage with the shared content.
- Client Goal Tracking: Set, track, and manage client goals to ensure they align with their financial aspirations.
- Financial Product Integration: Seamlessly integrate and refer financial products that align with client needs.
- Enhanced Communication: Facilitate asynchronous communication with clients through commentary, supporting ongoing dialogue.
- Personalization: Customize forms, proposal templates, and advisor bios.
- Pre-Meeting Resources: Provide tailored educational guides and resources to prepare clients for more productive discussions.
- Digital KYC Questionnaire: Streamline the Know Your Client process with digital questionnaires, helping to tailor presentations and meeting content to individual client profiles.
OMNI presentations are created from a CapIntel comparison. To learn more about creating comparisons with portfolios, this article provides a detailed guide. OMNI integrates seamlessly with CapIntel’s existing platform with new enhancements.
How to Create an OMNI Presentation
OMNI presentations are created from inside a CapIntel comparison. To learn more about creating comparisons with portfolios, this article provides a detailed guide.
From inside the comparison screen, click the "Export Presentation" button and select "OMNI Presentation". This will open the new online OMNI presentation, where you can customize the presentation before sharing with your client.
To customize the presentation, content can be added by selecting sections using the panel to the left of the preview. Sections can also be removed by deselecting with the toggles available. Client goal tracking can be configured under the "Goal" section on the left toolbar by clicking "Create Goal" which launches a new window to define your client's financial goals.
Present or Share
OMNI presentations can be viewed in-person, remotely in meetings, or shared to your client's computer and smartphone. Once the presentation is customized, you can preview the appearance by switching the view between desktop and mobile views. To share, simply click the "Share" button in the top right corner of the screen and enter your client's email address.
Start using OMNI today to enhance client interactions and take your practice to the next level.