Ordina and Omniplan offer financial service providers the solution enabling proactive and integrated mortgage advice
Nieuwegein, 16 February 2012
Ordina and Omniplan have closed a partnership agreement to develop and deliver
an integrated solution enabling financial advice. This partnership will enable
financial service providers to advise their customers on their mortgage and
other related financial products proactively - from the orientation phase up to
and including taking out a new mortgage. With this partnership, Ordina
strengthens its position in the financial services market.
The solution consists of Omniplan's Enterprise Advice Platform, seamlessly
combined with Ordina's ATvance Suite. The integrated system represents a
combination of front, middle and back-office systems with in-depth knowledge of
financial products. Customers are able to firstly review the information on
their mortgage in a web portal, including the current situation, financing
possibilities and related insurance products. This information enables the
customer to easily and independently request advice from the financial service
provider. The system also enables the financial service provider to contact
customers proactively with advice, when the situation calls for it. As an
example: the system automatically selects customers with mortgage terms that
need to be reviewed and renewed in the near future and then generates a new
quote, that can be tailored to the customer's exact needs.
"Since customers have become more critical of their financial service provider,
it has become of crucial importance to financial service providers that they
offer their customers proactive advice suitable to their needs", according to
Mice Gries, Director of the Finance Consulting unit from Ordina. "This allows
them to strengthen ties with their customers, building and strengthening trust.
The solution that we offer with Omniplan, places the customer at the centre of
the financial advice process. This offers financial service providers the
opportunity to offer their customers a proactive, integral advice on their
financial future."
"The possibilities offered by our Enterprise Advise Platform come to their full
potential when properly integrated with the Mid- and Back-office", says Dick
Verhaar, Managing Director of Omniplan. "The collaboration with Ordina is a
further extension of our vision: Client-driven Advice. With our Enterprise
Advise Platform, we offer an integrated environment that guides the advisor and
the customer by exploring cleverly constructed advice processes and that
supports a multichannel approach to the market. The customer is given complete
insight and a full overview of their financial situation during the entire
process and even allowed to turn the 'dials' in coming to the best advice. With
Ordina, we offer our clients an excellent solution."
About Ordina
Ordina is a specialist knowledge provider. Our coherent offering of consulting,
ICT and application outsourcing services helps lay the foundation for our
clients' future success. Ordina assists clients in achieving their strategic
targets, and resolving social and ethical issues. Our knowledge of the local
market and business processes, combined with our inventive approach to ICT
solutions, enables clients to boost their competitive ability and their
strength. Our professionals, who work in multidisciplinary teams, forge close
ties with clients. We provide our services in the Benelux to organisations
operating in finance, the public sector, healthcare and industry. Ordina N.V.
was incorporated in 1973. Its shares are listed on Amsterdam's Euronext Stock
Exchange, where they are included in the Midkap Index.
About  Omniplan
Omniplan, a knowledge company and developer of the Advice Planner and the
Enterprise Advice Platform, has been delivering successful advice applications
for every imaginable financial problem since 1995. These applications contribute
to the improvement of compliance and improve the efficiency of Omniplan's
clients. These clients are active in financial services: banks, insurers,
mortgage service providers, brokers, accountants and investment managers.
The Enterprise Advice Platform allows Omniplan to cater to the changing needs of
its clients and their customers when it comes to supporting each phase in the
financial advice process. The Omniplan Enterprise Advice Platform has a dual
objective: supporting the advice process from lead generation to after care and
integrating advice tools seamlessly with the websites of our clients and other
relevant systems.
This allows Omniplan to facilitate the shift in consumer-demand from 'product'
to 'overview and insight'. Trust is the central issue in this approach. Please
see www.omniplan.nl for more information.
For more information:
Ordina N.V.
Sabine Steen-Lakerveld, PR Manager
Tel: +31(0)30 663 7878
Sabine.Steen-Lakerveld@ordina.nl
www.ordina.com
16-2-2012 Press Release - Partnership Ordina and Omniplan:
http://hugin.info/130778/R/1586533/497382.pdf
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