Provide a holistic financial advisory
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 solution.
The Obex Platform
The Keylane Obex platform gives advisors the ability to load and enter customer data to generate a full overview and use it as a basis to 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.
The Obex platform is based on a true service-oriented architecture, which means you can get started immediately, without any contractual commitment. And, if you want to build integrations, you can start with the most important first.
Want to know more about how you can provide a holistic financial advisory for your customers? Please contact Lars Jacobsen, Director, at firstname.lastname@example.org