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.
How does it actually work?
Easy and seamless access to our intelligence layer. We embed it straight into your existing customer portal.
Get a tailored overview of each customer’s cash position with personalised, data-driven insights and actions.
Our tools include real-time forecasting, scenario-planning and debtor chasing to help you better serve your customers.
Our FCA-regulated funding engine gives you the solution to cashflow shortfalls. Access a broad range of lenders and products.
Why work with fluidly
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.
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.
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.
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
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]
Helping accountants and their clients grow through bespoke funding.
57 Broadwick Street, London W1F 9QS
© 2022 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. Fluidly is ISO 27001 certified. Fluidly is registered at 57 Broadwick Street, London, W1F 9QS
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