Gain in efficiency

Energy gain

Time saving

Exchanges and collaborations

Facilitate fluid exchanges and collaborations with your clients for harmonious management of their assets.

Loyalty of your portfolio in your image

Build customer loyalty by offering them a personalized experience that reflects your company's values.

New qualified leads

Generate qualified leads thanks to our expert catalog made available to users.

Strengthening the bond of trust

Strengthen the trust of your customers through clear and transparent management of their asset information.

Centralization of assets

Centralize all of your clients' assets in one place for simplified and efficient management.

Information aggregation

Aggregate all of your clients' wealth information for a complete and integrated vision of their wealth.

Automatic synchronization

Enjoy automatic synchronization to keep data up to date without additional effort.

Real-time visualization

Provide a real-time view of asset status for full transparency and rapid decision-making.

Un service innovant pour gagner du temps et de l’argent

En détails côté professionnel - un tableau de bord pro actif de vos clients :

- Visualisation du patrimoine global (immobilier et financier) en temps réel

- Alertes et notifications : âge, soldes, rentabilité, flux

- Synthèse patrimoniale automatisée et en temps réel

- Consultation des documents

- Visualisation des soldes bancaires et export des mouvements

- Listing des clients en un coup d’œil

- Fidélisation à votre marque

- Bénéficiez d’un droit de référencement “pro de confiance” auprès de notre communauté OMEDOM.

OMEDOM PRO offre une vision orientée du profil client et permet de gagner en productivité.

De gagner du temps grâce à une gestion administrative ultra-allégée ainsi qu’à la synthèse patrimoniale automatisée et des flux en temps réel.
D'économiser 30h/mois pour développer un business qualifié.
D'obtenir un gain de fluidité et d’autonomie.

Collection

Treatment

Pre-diagnosis

Make a difference with a solution adapted to your needs

Offer your clients tailor-made asset management using our solution. Simplify asset management, centralize information and build loyalty with a personalized approach that perfectly meets their specific needs.

Request a demo

How it works ?

Access your space
Distribute personalized solutions to your customers with your logo
Instantly view from your dashboard

OMEDOM PRO

A platform to help businesses deliver added value to their customer owners.

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A demo?

Let's discover together, in a demonstration, how OMEDOM PRO can transform your customer relations.

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Discover now how OMEDOM can simplify and secure the management of your clients' real estate and financial assets