Segment 6: FinTech, Banking & Financial Literacy

- For FinTech Startups, Banks, Microfinance Institutions, Wealth Platforms, Digital Finance Providers 

Flow enables financial institutions and FinTech companies to educate users, onboard customers, and train internal teams through structured, compliant, and scalable digital experiences. By combining live, recurring, and automated sessions in a single platform, Flow helps organizations build trust, improve product adoption, and reduce operational strain.

Use Case 1: Customer Financial Literacy & Education Programs

Target Customers

• Retail banks

• FinTech platforms offering consumer financial products

• Microfinance and lending institutions

Business Problem

• Customers often lack understanding of financial products

• Poor financial literacy leads to misuse, complaints, and churn

• One-to-one education is not scalable

Flow Configuration

• Scheduled educational webinars

• Recorded learning sessions

• Recurring financial literacy programs

• Chat-based Q&A

Operational Workflow

1. Institution creates financial literacy webinars in Flow

2. Customers register and attend live or on-demand

3. Experts explain products, risks, and best practices

4. Q&A sessions clarify customer concerns

5. Recordings remain available for future reference

Business Outcome

• Better-informed customers

• Reduced support and complaint volumes

• Improved customer trust and retention

Why Flow wins: Flow turns customer education into a repeatable, scalable process, not a support burden.

Use Case 3: Advisor, Agent & Partner Training

Target Customers

• Banks with distributed branch networks

• FinTech companies with agents or advisors

• Wealth and insurance platforms

Business Problem

• Ensuring consistent knowledge across advisors is difficult

• Regulatory changes require fast dissemination

• In-person training is costly and slow

Flow Configuration

• Live training webinars

• Recorded certification sessions

• Recurring update meetings

• Attendance tracking

Operational Workflow

1. Training team delivers live sessions via Flow

2. Advisors attend or watch recordings

3. Compliance updates are communicated uniformly

4. Attendance and completion are tracked

5. Knowledge consistency is maintained across the network

Business Outcome

• Faster advisor readiness

• Reduced training costs

• Improved regulatory compliance

Why Flow wins: Flow supports compliance-friendly, large-scale training without logistical complexity.

Use Case 4: Internal Compliance & Risk Training (Optional)

Target Customers

• Banks and regulated FinTech firms

Business Problem

• Mandatory compliance training must be documented

• Manual tracking increases audit risk

Flow Configuration

• Scheduled compliance sessions

• Attendance tracking

• Recorded sessions for audits

Business Outcome

• Audit-ready training records

• Reduced compliance risk.