industries

Fluency for

Finance

Finance

Utilise Fluency to not only streamline your middle office documentation but also improve process accuracy, ensure operational compliance, and enhance team efficiency in the process-intensive FSI landscape.

Operational Efficiency

Accelerate your middle office processes with automatically generated documentation, cutting down on time and resource expenditure.

Remain Compliant

To maintain compliance with regulatory standards, ensure the processes that make up your business are documented.

Continuous Improvement

Process documentation allows you to pinpoint opportunities for optimisation, fostering a culture of innovation and excellence.

Document every process, compatible with every application

Import Documentation

Easily create and save documentation with the power of AI.

The Fluency platform transforms complex processes into clear, concise, and actionable SOPs, empowering your operations team. Easily create documentation (such as SOPs), and set new standards in clarity and utility.

Connect your Teams

Unite your middle office and fromt office teams with clear and accessible SOPs, driving collaboration and operational harmony.

For the Financial Services Industry, effective collaboration is key to maintaining a competitive advantage.

Understand Process Data

Utilise comprehensive documentation to gather actionable insights, enabling data-driven decision-making.

By analysing processes, you can identify trends and opportunities for optimisation, ensuring your operations are not just efficient but also aligned with business goals.

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Process Security

Process Security

The processes that make up your business often contain sensitive information.

Rather than having them scattered across different systems, and people's computers, store them where you create them - in Fluency's secure process vault.

Powered by AWS.

The processes that make up your business often contain sensitive information.

Rather than having them scattered across different systems, and people's computers, store them where you create them - in Fluency's secure process vault.

Powered by AWS.

Easily edit and customise

Tailor your SOPs to the unique demands and challenges of your operations.

Fluency's edit features and automated style guides allow for the modification of documents to allow for compliant responses to market changes and regulatory updates.

Common Use Cases:

Legal Complaince

Accurate documentation to ensure all operations comply with relevant laws and regulations.

AML

Steps for detecting and preventing money laundering activities.

KYC

Procedures for collecting and verifying client information to prevent fraud.

Client Onboarding

Procedures for verifying the identity of new clients, assessing their needs, and setting up their accounts.

PII Security

Procedures to ensure the confidentiality and security of client information.

Credit Risk

Guidelines for evaluating the creditworthiness of borrowers to manage lending risks.

Internal Audits

Regular audits to assess the effectiveness of internal controls and compliance with procedures.

Report Generation

Processes for generating reports, whether on asset movements, liquidity status, or other firm-specific reporting

Regulatory Reporting

Guidelines for reporting to regulatory bodies as required by law.

Operational Risk

Procedures to identify, assess, and mitigate risks in day-to-day operations.

Transaction Monitoring

Guidelines for monitoring transactions for suspicious activities and reporting them as necessary.

Derivatives Processing

Steps for processing derivative contracts, including swaps, options, and futures.

Frequently Asked Questions

What is Fluency?

How does Fluency work?

Who benefits from using Fluency?

What problems does Fluency solve?

How is Fluency different from traditional documentation tools?

Is my data secure with Fluency?

What about integration with existing systems?

What happens if my process changes?

Frequently Asked Questions

What is Fluency?

How does Fluency work?

Who benefits from using Fluency?

What problems does Fluency solve?

How is Fluency different from traditional documentation tools?

Is my data secure with Fluency?

What about integration with existing systems?

What happens if my process changes?

See why teams love Fluency

BoardRoom logo

Leading Corporate Services Provider

"With Fluency, we've turned a major operational pain point into a streamlined, efficient system that keeps our team aligned and productive."



Anthony Tregunna

Operations Manager, BoardRoom

Misumi logo

Global Manufacturing & Automation Leader

"Fluency has revolutionised how we create and maintain training guides. Its step-by-step capture functionality ensures thorough and accurate documentation, enabling our team to learn independently."


Jacqueline Ong

Customer Service, MISUMI

Investment Manager

"Fluency has been a revolutionary experience. Certainly one of the best investments my company has made if you ask me. I don’t think I could ever go back to Word again!"


Anna Ye

Senior Corporate Accountant, Bennelong Funds Management

See why teams love Fluency

BoardRoom logo

Leading Corporate Services Provider

"With Fluency, we've turned a major operational pain point into a streamlined, efficient system that keeps our team aligned and productive."



Anthony Tregunna

Operations Manager, BoardRoom

Misumi logo

Global Manufacturing & Automation Leader

"Fluency has revolutionised how we create and maintain training guides. Its step-by-step capture functionality ensures thorough and accurate documentation, enabling our team to learn independently."


Jacqueline Ong

Customer Service, MISUMI

Investment Manager

"Fluency has been a revolutionary experience. Certainly one of the best investments my company has made if you ask me. I don’t think I could ever go back to Word again!"


Anna Ye

Senior Corporate Accountant, Bennelong Funds Management

Made with

in Melbourne, Australia

© 2025 Farmor Software Pty Ltd T/A Fluency

Made with

in Melbourne, Australia

© 2025 Farmor Software Pty Ltd T/A Fluency