Turn financial complexity into opportunity
Gaining a complete overview of your financial situation can be complex and time-consuming. Helping your customers achieve that clarity is even more challenging. And when it comes to optimising their financial future, the process becomes even more intricate. Questions inevitably arise:
- Can this be done more efficiently?
- What if I adjust the start date of an annuity?
- Should my customer use their free assets now or later?
These financial decisions depend on multiple factors, including tax calculations, social benefits, interest rates, expected retirement periods, and more. Traditional methods often fall short in handling such complexities.
The Obex platform
The Keylane Obex platform simplifies these processes through a powerful optimisation tool. Designed to analyse an individual’s or household’s entire financial landscape, it identifies opportunities to maximize disposable income without increasing expenses.
With Obex, you can tailor financial strategies based on specific goals and constraints, such as:
- Ensuring a designated inheritance amount.
- Planning to sell a home at a future date.
- Adjusting income distribution to meet lifestyle needs.
By leveraging advanced optimisation, the Obex platform helps financial professionals and their customers make well-informed decisions, ensuring long-term financial security and peace of mind.
As-a-Service
The Obex platform is based on a true service-oriented architecture, which means you can build your own customer journey by using our well-defined APIs.
More information
Want to know more about how you can find money out of thin air? Please contact Lars Jacobsen, Director, at lars.jacobsen@keylane.com