Work intelligence built for financial services
Transform back-office and customer facing operations and measure the real impact of your AI investments.
6×
productivity gap between handlers doing identical work
8 vs 23
steps taken to close the same claim
40%
more capacity, without adding headcount
Measured across an insurer’s claims operation.
Why financial services leaders choose Fluency
From compliance documentation to AI governance, Fluency gives you the work intelligence to lead transformation with certainty.
Explain performance variance instead of guessing at it
Two handlers, the same claim, twenty minutes versus two hours. Not experience, not motivation: one used 8 steps with portal shortcuts, the other 23 with redundant manual checks. Fluency names the specific difference.
Map work that lives between the systems of record
Lending, payments and claims run across telephony, email, SMS and a portal that changes monthly. Core banking logs the transaction, never the twenty minutes of chasing before it. Fluency sees the whole path.
Build the automation business case on an observed baseline
Every candidate workflow carries projected hours and cost before anything is deployed, and the same observation measures the result afterwards — against how the work actually ran, not against an adoption rate.
Work Explorer
Map every back-office workflow before you automate it—so every investment lands where it should.
Initiatives
Deploy automations into back-office workflows and track each one through compliance review and rollout.
Opportunities
Automatically identify which workflows are ready for automation and deploy with confidence.
