Give your clients the best start on their finance journey
Finative helps commercial finance brokers minimise admin and focus on their client's financial needs.
“An approach that puts the need of clients at the centre of what brokers do, will far better meet future challenges”- James Hinch, Senior Compliance Officer at NACFB
Say goodbye to manual, paper-based processes and utilise the latest financial technology instead.
Upfront data aggregation leaves more time for the conversations that matter
Make your service your biggest asset, and let your existing customers do the selling for you
Move from a one-size-fits-all approach to one tailored to the needs of each individual client
Provide clients with in-depth insight about their financial position, allowing them to make more informed decisions and future-proof their business
With our real-time technology, you can bring your relationships online and assure clients their information is safe and secure
Finative provides a single view of all your customers in one place, powering faster & more informed decision-making.
Higher quality insight, transparency and confidence through a real-time view of a customer’s bank accounts
Allow clients to upload relevant documents securely providing a clear audit trail and GDPR compliance.
Get an immediate snapshot of client affordability and credit history
Make sense of client data through visualisation, and make informed decisions through insights.
Easily share, export or send client information to company stakeholders
Embed our solution onto your website, taking your onboarding and service experience to the next level.
Finative is currently open for early access. Enter your details below and member of our team will book you a demo and set you up with an account.
