Use cases
Take ownership of your customer onboarding experiences
Eliminate the friction involved in setting up new investor accounts, with Floe. Provide bank accounts instantly by leveraging our seamless API integration that connects your investor platform with your banking partners. It’s time to revolutionise the experience of your client investor accounts with Floe.
Challenges for…
Wealth managers
Need help converting prospects to funds in the bank?
Floe removes the friction between a wealth manager and their banking partner, allowing the seamless onboarding, opening of a bank account and receipt of funds.
Managing the significant task of maintaining, complying with, and reporting on client money segregation?
Floe provides full client money segregation at the click of a button giving you the confidence you need in your finance management system.
Challenges for…
Solicitors
Challenges for…
Stock Brokers
Struggling to manage the cash flow from Client Account to Clearing Account to Exchange?
Floe intuitively delivers cash flow management with embedded regulatory compliance and tax accounting.
Having trouble navigating the amount of properties, accounts, and poorly understood cash receipts and payables?
Floe makes sense of account and deposit complexity allowing you to get on with building your business pipeline.
Challenges for…
Property Managers
News & insight
Read the latest Floe updates first
-
Empowering Banks for Seamless Digital Banking
Retail banking disruption is now spilling over to institutional and commercial banking with an increasing expectation from corporate customers of a seamless online experience from simple onboarding and account opening…
-
Digital Corporate Banking: Powering innovation
If you were building a next generation bank account platform today what would the technology need to look like to be truly transformational, truly “next-generation”? Ask a software architect or…
Book a demo
Experience the Power of Floe & book a 30-Minute Demo and Unleash a Faster, Smarter Data Management Solution.
