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Tailored insights for your clients

Overdue invoices

Based on overdue invoices, there may be opportunities to improve your client’s cashflow. Book a client call to see if you can chase down their debtors or find invoice finance options to help below.

Search your client’s business name now.


Have more meaningful client conversations

Tailored insights for your clients

Overdue invoices

Based on overdue invoices, there may be opportunities to improve your client’s cashflow. Book a client call to see if you can chase down their debtors or find invoice finance options to help below.

Search your client’s business name now.


Have more meaningful client conversations

An easy way to add ‘wow’ moments

Our tailored insights surface key information about your clients that could help you have more meaningful conversations.

Partners use them to:

  • Show they’re proactive 
  • Provide a reason to start an advisory conversation 
  • Help clients maintain healthy cashflow

The more clients you have connected, the more insights you’ll see. And they’re constantly updated so make sure you check them regularly. 

Return to insights

Easily share insights in a way that suits you

Make the most of our insights 

Our insights are showcased in your portfolio view. They are a great way to engage with clients in a way that suits you.

Share the insight via email

Use our free tailored template (below) to send clients a personalised email.

Book a conversation

Schedule time for an advisory conversation where you can talk through the options.

See funding options

Type their company name in the search bar and see options from over 40 lenders.


email template

Outstanding invoices insight

1. Copy the template below
2. Open a new email and paste it in
3. Send it to your client

Hi [first_name],

Hope you’re well.

As businesses begin to get back on their feet, I’m helping my clients assess if they might need funding.

This includes government loans, normal business loans, asset finance and more.

For example, some of my clients are facing delays with outstanding invoices, and not all are aware of invoice finance options, which can quickly release cash into the business.

We’re working with Fluidly, an FCA-regulated credit broker, to help our clients see their options and apply.

To view options from over 40 lenders, enter your company name here.

If you see anything you’d like to discuss further, do let me know.

Thanks,

More reasons to reach out

Other insights to look for in your portfolio

Growth

Our analysis suggests profits increased by more than 5% month-on-month for 3 months. 

Best used for: Discussing future growth plans and potential cash options to facilitate expansion.

Discover more
Assets

The general ledger indicates your client may have valuable fixed assets. 

Best used for: Discussing releasing cash by using assets as security or putting them on finance.

Discover more
Negative cash balance

The data suggests they’ve been consistently overdrawn for the last 6 months. 

Best used for: Looking at reducing costs or taking actions to keep them above water.

Discover more

Save time and hassle

Why partners love our insights

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.”
Bob Evans
Robson Laidler

Overdue invoices blogs

Useful content to share with clients

How to get invoices paid in difficult times
invoices paid difficult times
What is invoice finance
piggy bank invoice finance
Overdue payment reminder template
Overdue payment reminder

You’re only a few seconds away from tailored funding options for your clients.

Let us help them find the right funding in just a few simple steps.


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