Data-powered intelligence

Smart insights to improve customer retention and engagement

We embed our intelligent cashflow tools seamlessly into your customer base with our API. Get access to forecasting, scenario-planning and data-driven funding solutions to ensure your customers always have cash in the bank.

Our smart insights help you have the right conversations for happier customers.

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How does it actually work?

Intelligent platform integrations

Api-led and bank branded

Easy and seamless access to our intelligence layer. We embed it straight into your existing customer portal.

Customisable business dashboard

Get a tailored overview of each customer’s cash position with personalised, data-driven insights and actions.

Intelligent cashflow tools

Our tools include real-time forecasting, scenario-planning and debtor chasing to help you better serve your customers. 

Embedded financial marketplace

Our FCA-regulated funding engine gives you the solution to cashflow shortfalls. Access a broad range of lenders and products.

Why work with fluidly

Keep your customers happy

Our intelligence layer powers business finances in a delightfully uncomplicated way. Partner with us to give your banking customers unrivalled insights.

Help them plan ahead with confidence and build a lasting relationship with you.

Deepen your customer relationships 

Our data can give you a much greater understanding of your small business customers. From insights into regular payment transactions to namechecking late payees, build a more holistic view of each business so you can have forward-thinking conversations that make a real difference.

Improve your customers’ product set

Once you can get a complete financial picture of your customers, you’ll be in a stronger position to recommend additional products to best suit their needs at the right time. Build a sales strategy that’s supported by personalised data insights.

Touch base more regularly 

With our intelligent tools you’ll have the opportunity to communicate with customers around a number of key touchpoints, whether that’s identifying an upcoming cash shortfall or tracking a loan application. Build loyalty with a customer-centric approach.

Work with us

Become a partner

Ready to power up your customer conversations with added intelligence?

Get in touch to find out more about our platform integrations by emailing [email protected]

Get in touch
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