How Robson Laidler uncovered clients that needed funding

“The feedback from the clients has been great, so we feel comfortable introducing them to speak to Fluidly directly.

“We trust the Fluidly team to perform for our clients and the service reflects very well on us.”

Bob Evans, Head of Business Accelerator Services, Robson Laidler

THE CHALLENGE

Robson Laidler wanted to engage more clients with advisory services

Robson Laidler had recently started offering more business advice to clients, including help with funding and cashflow.

“We wanted to give our clients some additional funding options,” Bob Evans, Head of Business Accelerator Services at Robson Laidler said.

As a result, Robson Laidler’s advisory team were looking for new ways to start conversations with clients.

THE SOLUTION

Identifying opportunities within Robson Laidler’s client list

Fluidly worked with Robson Laidler to identify which clients might benefit from a conversation around funding, by analysing transaction data, creditworthiness and borrowing history.

Fluidly’s data insights uncovered a range of leads, which Robson Laidler’s advisers followed up. If a client expressed interest, they referred them to a Fluidly funding specialist.

“We could have potentially done some of the analysis ourselves, but it would have taken us a lot longer,” Bob said. “Fluidly helped to speed up the process.”

THE RESULTS

Proactive advisers and a client with a cash safety net

Robson Laidler went on to discuss funding with a number of the clients Fluidly identified, including a tyre management company that secured a CBILS loan to tide its business through coronavirus restrictions.

“Funding is a great reason to start a conversation with a client,” Bob said. “It helps us remind them that we’re not just accountants, we’re here to help with their business.”

Along with being more proactive, Fluidly also helps Robson Laidler’s advisers take action. “By the time clients come to us for help, they’re already distressed,” Bob said. “With Fluidly we can proactively step in before they do any damage to their credit rating.”

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