UK GDPR
Compliant
ICO
Registered
Audit
Trail Enabled
Encrypted
Data Storage
Challenges
We understand your challenges
Regulatory Compliance
Meeting FCA and other UK regulatory requirements.
Client Communication
Tracking all client communications appropriately.
High-Touch Relationships
Managing complex, long-term client relationships.
Referral Growth
Growing your client base through referrals.
Solutions
How Varoom Flow helps financial services
🔐
Compliance Features
Audit trails and communication logging.
📧
Email Tracking
Automatic capture of client correspondence.
📊
Client Profiles
Comprehensive view of client relationships.
📅
Review Scheduling
Track and schedule periodic client reviews.
📈
Client Tracking
Monitor client relationships and activity.
🎯
Referral Campaigns
Systematic referral request programmes.
Benefits
Results you can expect
Support Compliance
Features to help meet regulatory requirements.
Deepen Relationships
360-degree client view enables better service.
Grow Your Practice
Systematic referral programmes grow your client base.
Save Time
Automation handles routine tasks and follow-ups.
FAQ
Common questions
Our compliance features including audit trails and communication logging can support your regulatory requirements. Always consult your compliance team for specific needs.