With FLOWNIQ, it takes 24 hours. End-to-end workflows, -40% admin work with the same team. Live in 30 days.
Integrates with
FLOWNIQ works with the systems you already use.
FLOWNIQ turns every process into a digital, audit-ready workflow - from application to qualified e-signature. Drag-and-drop for the business team, AI built in, integrated with the systems you already run.
Forms, checklists, approval matrices - what you have today becomes the foundation. No rebuild from scratch.
Drag-and-drop, with AI suggestions for every process stage. Your ops team can do it themselves. No IT tickets, no waiting.
Microsoft 365, Salesforce, SAP, qualified e-signature, ERP - via standard interfaces and an open API.
Tariff changes, new products, regulatory updates - your team handles them in hours. No IT project.
Banks are the strictly regulated extreme: audit obligations, MaRisk, DORA, FINMA, FCA SYSC. If FLOWNIQ works there, it's all the more the right tool for your world.
On the agree21 infrastructure we built a location-independent advisor-client onboarding flow. Account and securities opening now takes a few minutes. End-to-end processes cut manual rework by over 90%. Go-live after 30 days.
Same headcount. More volume, same crew.
Contract closings and approvals that take weeks today are through on the same day tomorrow.
Shorter onboarding flows mean fewer drop-outs. More customers, same funnel.
A digital record chain without PDF gaps. One database query, not an archive room.
"One advisor. One day. Meetings at two locations."
Audit-Ready in 12 Questions.
Checklist - what your onboarding process must answer for the next compliance review.
Application flows and claims from intake to payout - in one workflow, no media breaks.
Client onboarding, engagement setup, and delivery in one system - from first call to invoicing.
Matter intake and document workflows without media breaks - audit-ready to the last deadline.
Patient intake, consent workflows, and billing - digital, documented, integrated.