Finative helps commercial finance brokers minimise admin and focus on their client's financial needs.
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Say goodbye to manual, paper-based processes and utilise the latest financial technology instead. Finative gives you tools to integrate client journeys directly into your website and manage all information in a central system.
Stop wasting time with long email chains. Finative uses a collection of APIs and tools that enable fast and efficient information sharing. This includes Company House information, Open Banking, credit reports, file uploads and digital forms. This upfront data aggregation leaves more time for the conversations that matter.
Every client that connects through Finative gets their own dashboard so all the information stays in one place and is ready for any time they need your services. Giving you more opportunity to offer pro-active support for your client and intervene when help is needed most.
Finative makes it easier to scale your team. Effortlessly assign clients to members of your team and track every stage. You have full visibility.
Need something specific? Don't let it get lost in an email. Use Finative to set-up your own custom tasks so you and your clients stay on track.
Opt-in to have a listing in the Finative directory and gain a new channel for leads. Now there's no excuse not to have an online presence.
Finative tracks all client interactions and stores all client information. Giving you a view of past performance and readiness for any audits.
Want to see how much time you can save?
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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 a beta account.
