Case Study: The Peloton achieves a 60%+ referral rate and greater efficiency with Futrli

UK advisory firm The Peloton gain 60% referral rate with Futrli

The Peloton, a UK accountancy and marketing advisory firm, needed a flexible, customisable platform to manage both financial and non‑financial client data and deliver real‑time insights. Rejecting one‑size‑fits‑all solutions, they turned to Futrli for its adaptable dashboards and forecasting tools to match their bespoke, client‑focused approach.

Futrli supplied customised client boards, role‑based permissions and real‑time monitoring so The Peloton can spot opportunities, dodge issues and tailor each account’s service. Using Futrli, the firm boosted efficiency, moved to a monthly fixed‑fee model and increased its referral rate to over 60%; teams save time, marketing can leverage non‑financial data, and client engagement has measurably improved.

The Peloton