Case Study: Robson Laidler identifies funding opportunities with Fluidly

How Robson Laidler Uncovered Clients That Needed Funding

Robson Laidler, an accounting and advisory firm, wanted to engage more clients with business advice, especially around funding and cashflow. They partnered with Fluidly to help identify clients who might benefit from a funding conversation and to create new ways for advisers to start those discussions.

Fluidly analyzed client transaction data, creditworthiness, and borrowing history to surface likely funding opportunities, giving Robson Laidler a faster way to find leads. The advisers followed up on these insights and successfully discussed funding with several clients, including one tyre management company that secured a CBILS loan; the firm also said Fluidly helped them act proactively before clients became distressed or damaged their credit ratings.

Robson Laidler

Bob Evans

Head of Business Accelerator Services