Optimly Exchange operates a partnership model. There are no direct onboarding costs, annual subscription fees or minimum revenue requirements.
Our aim is to provide our clients with the best products and services in the market and we therefore provide free access to our platform to ensure cost isn’t a barrier.
The speed at which you can integrate with our platform will depend on your current infrastructure, the products or services you deploy and your customer journey.
Our minimum set of technology requirements ensure our clients get the best services in a smooth and seamless way.
We will work with you to tailor our processes to meet your requirements. In some instances we have successfully integrated partners in to Optimly Exchange in days, whereas in other cases it has taken around 3-4 weeks.
When you partner with us, we will guide you through each step. Whether it is tech support, data configuration or optimising marketing strategies, we’ll provide you with all the support you need.
Once you’re onboarded to Optimly Exchange we’ll continue to ensure you get the most from our partnership by providing customer insight and aiding the development of market optimisation strategies.
One of the major advantages of Optimly is that we provide our clients with a fully personalised and taliored service. We don’t sell products – we optimise our clients’ finances. Of course, having the right products is essential in the optimisation process but, by starting with the customer, we ensure that – when we refer someone to you – they meet a minimum criteria.
One of our key values is our client-centricity. While we are not a financial product provider, we focus on the needs and wants of our clients – understanding both their current financial position and their future goals – and use our clients’ input to help you make your products better.