How to achieve Advice-as-a-Service

To gain a complete overview of your economical situation might not always be easy. How do you communicate even a simple economy with some savings, a pension scheme, a house and a mortgage to a married couple with children?

And what if the situation is just a little more complex? For example, if it includes a company with a holding structure? It is not enough to create complex spreadsheets or systems with all details included. You need to communicate this data simply and effectively.

Wouldn’t it be great if there was a platform that could do this effortlessly, and at the same time be able to handle all the complex assets? And, of course, document the advisory session too.

The good news is, there is such a platform.

The Obex Platform

The Keylane Obex platform gives financial advisors the ability to load and enter customer data to create a full overview, from which you can create a lot of what-if scenarios to help and guide your customers toward making the best decisions. At the same time, you can provide additional products throughout the journey.

The end product is a detailed and accurate report, with a plan of the actions that should be executed now, and in the future, by your customers.

As-a-Service

You can get a standard advisory solution, or use the Obex platform as a true service-oriented architecture to build your own customer journey.

More information

Want to know more about how you can achieve Advice-as-a-Service? Please contact Lars Jacobsen, Director, at lars.jacobsen@keylane.com