We’re helping your team get even closer to clients – by allowing you to invite colleagues to Fluidly and assign different user roles.
Accountants are under more pressure than ever, but feeling stressed isn’t something you should accept. Read our tips to help you sleep better.
In this free template we give you a basic structure that you can easily personalise for a valuable initial advisory conversation with clients
How do we decide what improvements to make? How long do they take to execute, and what kind of feedback do we get once they’re live?
© 2021 Fluidly Ltd is registered in England and Wales under Company Registration number 10402874. We are Authorised and Regulated by the Financial Conduct Authority as a Credit Broker under the firm reference number 844093 and as an Account Information Services Provider under the firm reference number 791669. Please note we are a credit broker and NOT a lender. Fluidly is ISO 27001 certified.