Case Study: 12Five Capital gains better customer account visibility with Glide

Managing Financial Loan Applications with Glide

12Five Capital, a financing company that provides working capital solutions for small and medium-sized businesses, was struggling with a manual administration process built around large spreadsheets and disconnected tools for signatures and approvals. The result was heavy overhead and a poor experience for both staff and clients. Glide helped 12Five Capital modernize this workflow with its app platform.

With Glide, 12Five Capital now has an app that shows the latest customer data, lets staff adjust information before submitting line-of-credit requests, and automatically sends signature requests to all parties. Glide also gave the team a cleaner, more intuitive interface, leading to better visibility into customer accounts, smoother onboarding, easier account management, and faster financing delivery for customers.

12Five Capital