industries
Fluency for
Utilise Fluency to not only streamline your middle office documentation but also improve process accuracy, ensure operational compliance, and enhance team efficiency in the process-intensive FSI landscape.
Operational Efficiency
Accelerate your middle office processes with automatically generated documentation, cutting down on time and resource expenditure.
Remain Compliant
To maintain compliance with regulatory standards, ensure the processes that make up your business are documented.
Continuous Improvement
Process documentation allows you to pinpoint opportunities for optimisation, fostering a culture of innovation and excellence.
Import Documentation
Easily create and save documentation with the power of AI.
The Fluency platform transforms complex processes into clear, concise, and actionable SOPs, empowering your operations team. Easily create documentation (such as SOPs), and set new standards in clarity and utility.
Connect your Teams
Unite your middle office and fromt office teams with clear and accessible SOPs, driving collaboration and operational harmony.
For the Financial Services Industry, effective collaboration is key to maintaining a competitive advantage.
Understand Process Data
Utilise comprehensive documentation to gather actionable insights, enabling data-driven decision-making.
By analysing processes, you can identify trends and opportunities for optimisation, ensuring your operations are not just efficient but also aligned with business goals.
Easily edit and customise
Tailor your SOPs to the unique demands and challenges of your operations.
Fluency's edit features and automated style guides allow for the modification of documents to allow for compliant responses to market changes and regulatory updates.
Legal Complaince
Accurate documentation to ensure all operations comply with relevant laws and regulations.
AML
Steps for detecting and preventing money laundering activities.
KYC
Procedures for collecting and verifying client information to prevent fraud.
Client Onboarding
Procedures for verifying the identity of new clients, assessing their needs, and setting up their accounts.
PII Security
Procedures to ensure the confidentiality and security of client information.
Credit Risk
Guidelines for evaluating the creditworthiness of borrowers to manage lending risks.
Internal Audits
Regular audits to assess the effectiveness of internal controls and compliance with procedures.
Report Generation
Processes for generating reports, whether on asset movements, liquidity status, or other firm-specific reporting
Regulatory Reporting
Guidelines for reporting to regulatory bodies as required by law.
Operational Risk
Procedures to identify, assess, and mitigate risks in day-to-day operations.
Transaction Monitoring
Guidelines for monitoring transactions for suspicious activities and reporting them as necessary.
Derivatives Processing
Steps for processing derivative contracts, including swaps, options, and futures.
Fluency for business
Get
Started
Make automation part of your workflow.
Never manually type up a process document again.
Achieve process excellence, across your entire organisation.
