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.
WHAT YOU GET
Cashflow features
Your clients get:
Forecasting
Scenario Planning
Pre-qualified funding options
Intelligent Cash newsletter
In-app support
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
Professional services
You get:
Partner consultant
Tailored rollout plan
Dedicated brokering specialist
Marketing collateral
Certified training
Referral payment
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.
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.
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.
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.
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
Let us automate the time-consuming tasks, so you can support more businesses and grow your practice.
Easy cashflow forecasting to help business owners sleep better
© 2020 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.
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