Financial services
Follow client enquiries, documents and payments with the records behind each step.
Example tags
What you can learn
- Requested a guide, then booked a meeting
- Booked a call and supplied all requested documents
- Attended a meeting, documents still missing
- Signed an agreement after a review call
- Paid the first invoice after an enquiry
- Returned for an annual review
Built from recorded events, using the rules we agree with you.
See the steps behind your outcome.
Advisers & brokers
Join enquiries, meetings and client documents to see who is ready for advice and who needs follow-up.
Website + CRM + Bookings
Lending
Connect application steps, document requests and repayments so teams can see what needs attention.
Website + Loan system + CRM
Financial analysis
Join invoices, payments and account records so every reported result has a traceable path.
Accounting + Payment records + CRM
Start with a question that matters.
Find clients ready for a meeting
Join a booked consultation with the documents your team asked for.
Find applications ready for review
Join submitted forms and completed document checklists for staff to review.
Follow a deal to cash received
Join the signed deal, invoice and receipt rather than count each system separately.
Bring the records you already have.
- Website
- CRM
- Bookings
- Document & billing records
- Loan system
- Payment records
- Accounting
- Warehouse
We agree the sources and connection routes with you. Records join through your warehouse, API or the connections set up in your build.
Describe the outcome. We’ll join the data.
Bring one question about your business. We’ll find the data, show the formula and build it with you.
A dedicated team builds the connections, rules and destinations with you.