Transform your customers’ dreams into reality

Everyone has dreams – and a solid financial foundation is often essential to achieving them. With our holistic financial platform Obex, helping your customers reach their goals becomes simple: provide sound financial guidance, and you help turn their dreams into reality.

Obex enables you to build personalised financial plans with multiple goals. These goals can be adjusted and prioritised in collaboration with your customer, allowing for a dynamic and evolving plan. For example, the plan can be revisited annually to reflect changes in life and finances – helping your customers stay on track through every stage.

You can use Obex as a complete, out-of-the-box advisory platform, or integrate its powerful calculation engine into your own custom-built, goal-based advisory solution.

The Obex platform

Obex empowers you – as a business designer – to build tailored, goal-oriented customer journeys.

Every service and function is accessible via a fully documented API, designed for ease of use. With our co-pilot tutorial, your developers will quickly learn how to implement key features such as tax calculations, standard budget parameters, and needs analysis.

Whether you choose our ready-to-use platform or a custom integration, you will be creating meaningful, goal-based customer journeys in no time.

As-a-Service

The Obex platform is built on a true service-oriented architecture, allowing you to get started immediately – without any long-term contractual commitments. And when you’re ready to integrate, you can begin with the most critical components first, scaling at your own pace.

More information

Want to know more about how you can find money out of thin air? Please contact Martin Jönsson, Director, at martin.joensson@keylane.com.