Closing the advice gap – Enabling financial choices – Supporting financial literacy – Promoting advice
Fluido Wealth360 has been designed to support adviser firms of any size, developing accessible technology that delivers efficiency in day-to-day processes, reduces re-keying and enhances user and client experience.Learn more
IHM Business School: taking marketing to the next level
Collaboration between IHM and Fluido results in a 130 % increase in traffic to the website, between 300-400 % higher marketable contacts and 20 000 new contacts to process. The recipe? Close collaboration and a well-defined and sustainable roadmap.Find out how they did it
Our Salesforce work
Nemko: A new world in sales with data-driven decision-making
Adopting data-driven decision-making has gained traction with sales teams worldwide. Nemko is committed to providing its sales team with easier access to insights and delivering it at a scale.
Aalto University: Transforming the academic experience
A splintered IT legacy made Aalto University switch to Salesforce in a project with Fluido – transforming the online experience for everyone on campus.
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.
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.