Help your customers realise their dreams

We all have dreams. Economical foundation is a critical means to realise some dreams. How you help your customers reach their dreams with Keylane Obex is simple – guide them economically, and their dreams become a reality.

Obex allows you to create a plan with several goals. Together with your customer, these goals can be adjusted and prioritised. The financial plan can be part of a yearly update, for example, allowing you to use the platform to help your customers monitor their economies.

You can use Obex, our standard advisory platform, or you can create your own custom-built goal based advice, and use our Obex platform as the calculation tool.

The Obex Platform

The platform gives you as a business designer the possibility to design and build your own goal based customer journey.

Each service and command can be accessed via a fully documented API – and it is so simple to use that you will be up and running in no time. Keylane provides a co-pilot tutorial to get you started, so your developers are quickly equipped to use the tax calculation, the standard budget values, and the need analysis, as just a few examples. You will be designing your own goal based customer journey in no time at all.

As-a-Service

The Obex platform is based on a true service-oriented architecture, which means you can get started right away without any contractual commitment, and, if you want to build integrations, you can start with the most important first.

More information

Want to know more about how you can help your customers realise their dreams? Please contact Lars Jacobsen, Director, at lars.jacobsen@keylane.com