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Report: Digital Integration and Wealth Management: technology gaps and solutions

Financial advisory providers say they want to innovate and change, but there are few planned enhancements in the works. Our research suggests it’s worth the investment — too much time is spent on manual tasks, and freeing up adviser time could allow them to reach more clients.

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See the digital future of your business

Fluido is a leading Salesforce consultancy combining the agility of a startup with the scale of a global enterprise.

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Posti: Building an effective B2B marketing funnel

Fluido built a complete analysis and reporting mechanism for the B2B marketing funnel of Finland’s leading logistics service provider: Posti. The project received a customer rating of 4.9 stars.

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Tune into Fluido Moments

The Fluido Moments podcast is your backstage pass to all things Fluido. It gives you an exclusive insight into the daily lives of Fluidians, our culture, and ways of working.

Fluido in brief

A leading European Salesforce consulting partner

  • 400+ experts
  • 4.7/5.0 CSAT last 18 months
  • 1100 completed projects
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Insights with analytics

Ebook: Gaining actionable insights with analytics

Insights gained from analytics provide value only when they are turned into actions. With this free guide you’ll learn how to get started on your analytics journey when seeking true value from insights.

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