Financial Planning

Transform the way your customers perceive your financial advisory services

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Your challenge

You want to offer your customers a personal and holistic advice to ensure consistency throughout the customer’s economy, regardless of complexity. The advisor must serve as a sparring partner while providing individual and professional care of the customer’s economic situation.

Through solid experience and a high focus on investments, pension, housing and personal insurance, the advisor would provide optimal, productive and holistic advice with a high degree of security. To fulfil these ambitions, you need a holistic financial advisory tool.

Our answer

Keylane Obex is a modular platform that enables you to offer a holistic advisory to your customers that gives a complete financial overview of their savings, liabilities, assets and pensions thereby enabling them to achieve their dreams and goals with data-supported decisions.

The flexible design of Obex allows the advisor to adapt the advisory session and the platform to fit the evolving needs of the customer. The modules are fully API enabled giving you the possibility to build your own user and customer journeys on top of Keylane’s calculation engines, or use sub-elements for apps and websites.

Read more about Obex >

More than software

If you want to go fast, go alone. If you want to go far, go together.
We believe software implementation is a team sport. Making Obex work for your company, tailor it to your processes and integrate it with your systems, asks for a close cooperation. With a dedicated implementation team of experienced consultants and the best practices we have developed over the years, you are assured of a smooth implementation of Obex.

Key features

  • 360 degree view of the customers’ financial situation
  • Graphical user interface with an intuitive navigation
  • Allows advisor and customer to work together on the same platform
  • Free of portal restrictions; works on all platforms
  • Integrates and uses external and internal data
More information

Would you like to know more or would you like to request a demo? Please get in touch by filling out the request form.