Automate Financial Services Documentation
Automate FSI Documentation
Automate FSI
documentation
In the highly regulated world of Financial Services, Process Docs and SOPs are crucial but time-consuming. Automating the creation of SOPs ensures your business processes are performed consistently, efficiently, and in compliance with regulations.
In the highly regulated world of Financial Services, Process Docs and SOPs are crucial but time-consuming. Automating the creation of SOPs ensures your business processes are performed consistently, efficiently, and in compliance with regulations.
Latest Case Study: BrandSec
Compatible with every application - no integrations needed.
Compatible with every application - no integrations needed.
Compatible with every application - no integrations needed.
In the highly regulated world of Financial Services, Process Docs and SOPs are crucial but time-consuming. Automating the creation of SOPs ensures your business processes are performed consistently, efficiently, and in compliance with regulations.
In the highly regulated world of Financial Services, Process Docs and SOPs are crucial but time-consuming. Automating the creation of SOPs ensures your business processes are performed consistently, efficiently, and in compliance with regulations.
Video Demo
Video Demo
Automated Process Documentation Explained
Automated Process Documentation Explained
Easily customise and share your documentation
What can Fluency automate?
What can Fluency automate?
Process Documentation is an essential component of the Financial Services industry. Automate the creation of process documentation with Fluency.
Process Docs
Streamline the development of process documentation to enhance clarity and improve workflow management.
SOPs
Automate the creation of Standard Operating Procedures to ensure consistency and efficiency across your organisation.
Procurement Processes
Simplify and accelerate the generation of procurement documents to ensure timely and accurate purchasing processes.
Audit Documentation
Ensure your compliance documentation is always up-to-date and aligned with regulatory requirements through automation.
Use Fluency as your process repository, or export
your documentation to wherever it needs to be.
Scattered documentation across systems reduces access to, and usefulness of, critical information.
Use Fluency as your centralised process vault, or export your documentation to a number of supported options.
Version Control
Processes change over time - document your processes as they occur throughout their lifecycle accurately with Fluency's automated version control. Easily see when processes are edited, and what changes were made for clearer collaboration and process oversight.
Use Fluency as your process repository, or export
your documentation to wherever it needs to be.
Scattered documentation across systems reduces access to, and usefulness of, critical information.
Use Fluency as your centralised process vault, or export your documentation to a number of supported options.
Version Control
Processes change over time - document your processes
as they occur throughout their lifecycle accurately with Fluency's automated version control. Easily see when processes are edited, and what changes were made for clearer collaboration and process oversight.
Full editing suite
Fluency has a full editing suite - adjust every part of your documentation to suit your needs.
Add, remove or edit text
If the AI model has missed any part of the process, easily add details into your steps, or remove anything unnecessary.
Click location
If you want to highlight a specific click location, easily edit the document and choose whichever colour suits your style guide.
PII removal
If you have sensitive process information, easily censor information, which is reflected at a database level for process security.
Between steps
Easily add new steps, callouts, or warnings between steps - or record a new process between two existing steps.
75 SOPs
Created in week one of using Fluency,
primarily for customer onboarding.
Monte Charters
Founder
Getting Started is easy
Free Implementation
Fluency requires zero integrations. It's so easy to get started, our team is happy to help get you set up free of charge. Schedule an implementation session today.
Documentation
Installation guides, tips and tricks - everything you need to get started. If anything isn't covered in our documentation, reach out.
Process Documentation is just the beginning
Process Documentation
is just the beginning
At Fluency, we are building the process excellence platform, starting with documentation.
Once your processes are mapped in Fluency, you will be able to extract value out of them with a suite of features including: Workflow Mapping, AI Assistant, Audit Sphere and No-code automations.
If you are interested in learning more about our roadmap, schedule time with our product and sales team below or join our waitlist to be notified when new features go live.
The impact:
More time for the tasks that matter
The impact:
More time for the tasks that matter
26
SOPs automated
in the first week
15
Hours saved
per month
72%
Of staff consider documentation as
one of the worst parts of their job.
2.5
minutes is all it takes to document
a process with Fluency
26
SOPs automated
in the first week
15
Hours saved
per month
72%
Of staff consider documentation as
one of the worst parts of their job.
2.5
minutes is all it takes to document
a process with Fluency
"I like Fluency because it doesn't require too much setup - it's so easy to get started."
Jasmin Lee
Social Media Manager
FAQ
Frequently Asked Questions
What is Fluency?
Fluency's mission is to make automation accessible for everyone, starting with documentation. With Fluency, you never need to write up a step-by-step document ever again. As we build towards our roadmap, Fluency will become a process excellence platform that helps businesses extract value out of their processes.
How does Fluency work?
Who can benefit from using Fluency?
What features does Fluency offer?
Is Fluency easy to use?
How can I get started with Fluency?
What is Fluency?
Fluency's mission is to make automation accessible for everyone, starting with documentation. With Fluency, you never need to write up a step-by-step document ever again. As we build towards our roadmap, Fluency will become a process excellence platform that helps businesses extract value out of their processes.
How does Fluency work?
Who can benefit from using Fluency?
What features does Fluency offer?
Is Fluency easy to use?
How can I get started with Fluency?
What can
Fluency
automate?
Process Docs
Streamline the development of process documentation to enhance clarity and improve workflow management.
SOPs
Automate the creation of Standard Operating Procedures to ensure consistency and efficiency across your organisation.
Procurement
Processes
Simplify and accelerate the generation of procurement documents to ensure timely and accurate purchasing processes.
Audit
Documentation
Ensure your compliance documentation is always up-to-date and aligned with regulatory requirements through automation.
Version Control
Processes change over time - document your processes as they occur throughout their lifecycle accurately with Fluency's automated version control. Easily see when processes are edited, and what changes were made for clearer collaboration and process oversight.
Use Fluency as your
process repository,
or export
your documentation to
wherever it needs to be.
Scattered documentation across systems reduces access to, and usefulness of, critical information.
Use Fluency as your centralised process vault, or export your documentation to a number of supported options.