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THE FLUIDLY MEMBERSHIP

A MEMBERSHIP PACKAGE TO GROW YOUR PRACTICE

Fluidly is more than a piece of technology, it’s a membership – to help you sell and market every type of cashflow service. 

We don’t make you pay for dozens of licences you don’t need. Fluidly membership is straightforward and simple, offering you four cashflow tools in one and the support to get new services off the ground. 

Along with our award-winning technology, you’ll have access to a dedicated account manager, our reliable customer service team and the resources to reach your customers.

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WHAT YOU GET

The Fluidly Membership

Cashflow features

Your clients get:

  • Forecasting

  • Scenario Planning

  • Pre-qualified funding options

  • Intelligent Cash newsletter

  • In-app support

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Power features

You get:

  • Fluidly Standard for your practice

  • Unlimited clients free of charge on Fluidly Starter

  • Portfolio view

  • Client insights

  • In-app, phone and email support

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Professional services

You get:

  • Partner consultant

  • Tailored rollout plan

  • Dedicated brokering specialist

  • Marketing collateral

  • Certified training

  • Referral payment

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Fintech 50 Fluidly 2020

All Fluidly plans include:

SUPPORT LAUNCHING NEW SERVICES

We help you launch cashflow and funding services to your clients. Along with a branded email campaign to your entire client base, we keep your customers engaged with regular financial insights about their businesses.

DEDICATED BROKERING SPECIALIST 

We ensure you can hit the ground running by providing access to a dedicated brokering specialist. Our team takes care of all the hassle of funding in a compliant, low-touch way, so you can get on with supporting clients and giving advice.

DATA TO START CASHFLOW CONVERSATIONS 

Fluidly’s portfolio view gives you a snapshot of how your clients’ are doing, so you can tell which businesses are most in need of support – at a glance. By giving you everything you need in one place, we help you save time and allocate resource effectively. 

OUR FUNDING TECH ON YOUR WEBSITE

Fluidly helps get the best deal for your clients, so they turn to you for funding advice rather than their bank. Our funding search tools are easily integrated into your website, giving your clients instant access to the loan options available to their business.

ACCOUNT MANAGEMENT AND CUSTOMER SUPPORT

We’ll be with you every step of the way, whether it’s getting to grips with our tools when you first join or answering any questions you have. Email, phone, in-app chat – our friendly team is always on-hand to help.

The time is now

Get everything you need to help your clients in one place

Let us automate the time-consuming tasks, so you can support more businesses and grow your practice.

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