industries

Fluency for

Finance

Finance

Finance

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.

Document every process, compatible with every application

Document every process, compatible with every application

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.

Powered by AWS

Powered by AWS

Process Security

Process Security

Process Security

The processes that make up your business often contain sensitive information.

Rather than having them scattered across different systems, and people's computers, store them where you create them - in Fluency's secure process vault.

Powered by AWS.

The processes that make up your business often contain sensitive information.

Rather than having them scattered across different systems, and people's computers, store them where you create them - in Fluency's secure process vault.

Powered by AWS.

The processes that make up your business often contain sensitive information.

Rather than having them scattered across different systems, and people's computers, store them where you create them - in Fluency's secure process vault.

Powered by AWS.

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.

Common Use Cases:

Common Use Cases:

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

Get Started

Fluency is the process excellence platform that makes automation accessible to everyone in a business - starting with documentation.

FAQs

Frequently

asked

questions

If any of your questions are not covered here, feel free to Contact Us, and our team will be in touch.

What is Fluency? And how does it work?

Who are the ideal users for Fluency?

Can Fluency integrate with other tools and systems we use?

What support and training does Fluency offer to new users?

How does Fluency ensure the accuracy and quality of the generated documentation?

faq

Frequently

asked

questions

If any of your questions are not covered here, feel free to Contact Us, and our team will be in touch.

What is Fluency? And how does it work?

Who are the ideal users for Fluency?

Can Fluency integrate with other tools and systems we use?

What support and training does Fluency offer to new users?

How does Fluency ensure the accuracy and quality of the generated documentation?

FAQ

Frequently

asked

questions

If any of your questions are not covered here, feel free to Contact Us, and our team will be in touch.

What is Fluency? And how does it work?

Who are the ideal users for Fluency?

Can Fluency integrate with other tools and systems we use?

What support and training does Fluency offer to new users?

How does Fluency ensure the accuracy and quality of the generated documentation?