Banking
Modern banking institutions face increasing pressure to deliver exceptional client experiences while maintaining rigorous compliance standards and operational efficiency. Flowy transforms how financial services organizations manage their most critical processes, from client relationship management to regulatory compliance, enabling banks to stay competitive in an evolving digital landscape.
Our comprehensive platform addresses the unique challenges of the banking sector through integrated solutions for:
- Client Data Management - Centralized CRM with portfolio, transaction history, and service requests
- Mobile Apps for Advisors - Client profiles, AI recommendations, and engagement strategies on mobile
- Self-Service Portals - Web and mobile access for clients to view holdings and manage accounts
- Intelligence Dashboard - Real-time view of client interactions and portfolio performance
- Core Banking Integration - Secure connections to existing banking systems via APIs
- Automated Workflows - Streamlined onboarding, KYC/AML, and compliance processes
- AI Insights - Predictive analytics and personalized recommendations for clients and advisors
- Document Generation - Automated creation of reports, contracts, and correspondence
- Power BI Integration - Real-time analytics dashboards and reporting
- Communication Tracking - Complete capture of all client interactions across channels
- Mass Communications - AI-driven personalized campaigns and notifications
- GDPR Compliance - Full data protection with consent management and audit trails
- Rapid Development - Visual drag-and-drop tools for fast application deployment
By utilising Flowy's capabilities, financial institutions can enhance operational excellence while delivering personalized client experiences. Our platform enables banks to reduce processing times, ensure regulatory compliance, and make data-driven decisions that drive growth and strengthen client relationships across all touchpoints.