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Financial Services

Accelerate modernization without disruption

Break free from legacy systems and launch digital services faster using keylight’s composable platform for contracts, billing, and customer engagement.

Benefits

A platform that evolves at your pace

Drive meaningful change with less risk. keylight empowers your team to modernize capabilities without disrupting what already works.

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Built for every user group

API-first, event-driven, and low-code. Powerful for developers and intuitive for business teams—even in complex environments.

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Modernize without starting over

Launch new products and workflows without a full replatform. keylight bridges legacy systems with digital journeys and scales with your needs.

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Power seamless digital journeys

Deliver unified customer experiences through self-service journeys, portals, contracts, and support across digital channels. Automate complex logic and personalize every step.

“It’s rare to find a platform that works for both IT and the business from day one.”

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Investment Services

Solutions

Powerful tools for
practical transformation

Build smarter processes and better experiences across billing, engagement, and operations.

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Customer
Self-Service

Let customers make purchases, manage subscription contracts, track usage, and handle invoices directly from their portal. Improve digital experiences, reduce support costs, and open a new channel for customer engagement.

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Subscription CPQ

Simplify how sales teams sell and manage subscriptions in the CRM with keylight’s prebuilt components, guided selling flows, and pricing rules. Reduce errors and enable customer-facing journeys for quote acceptance.

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Multi-Channel
Sales

Streamline reseller sales, and connect partners to your core business with prebuilt portals and workflows. Easily implement advanced sales and commission structures to drive revenue across every channel.

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Fully Configurable
User Portals

Use keylight's App Builder to create customer and partner portals with predefined actions like upgrading plans, buying add-ons, canceling subscriptions, or tracking usage. Apply custom themes and SCSS styling to match your brand.

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Fully Configurable
Customer Journeys

Define guided steps and sequences for customers and internal teams to place orders, upgrade, downgrade, pause, cancel contracts, or manage user entitlements. Deliver a seamless digital experience without custom development.

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Multi-Level
A/B Testing

Run experiments across the entire customer journey—from shop and checkout to portal interactions and beyond. keylight's no-code testing tools and flexible rules let you design, target, and optimize full scenarios or focused UI changes.

What would you build with more flexibility?

Explore how keylight helps financial services companies launch, grow, and modernize at their own pace.