BlogFLG now includes online digital “Fact Find” for capturing customer data

FLG now includes online digital “Fact Find” for capturing customer data

FLG, the complete customer engagement platform, with offices in Burnley and Manchester, has further expanded a range of new features available to new and existing customers, the most recent of which is a revolutionary new way to capture “Fact Find” type information on customers – perfect for the finance and insurance industries.

The new feature, called Journeys, provides an intuitive drag & drop interface that allows any user to design fully interactive online forms that are tightly integrated with every other piece of customer data. This allows core information captured within the form to then be merged into standard emails, SMS or even physical letters.

Digital journeys can be completed in a single session, or users can come back to forms and revisit them over time as needed, and a full PDF can be exported or sent back to the customers if required.

Existing customers have already extensively embraced this new feature, with forms being created and used for: mortgage applications, loans, expenditure assessments, insurance quotes and even recording details of pending house moves!

John Jackson, Owner and Managing Director of FLG, said: “The FLG product has always grown organically, but last year we invested heavily in our product & development teams to give us the ability to really drive new features. The recent releases show our ability to innovate and our dedication to respond to what our customers are asking for. We’re now releasing fantastic new features every few weeks – listening to our customers, which drives our product roadmap.”

Journeys is available to all customers in early release now, together with new calendar integration to Google and Microsoft for setting agent appointments, and a fully integrated reporting and analytics product.

The FLG platform provides customers with a powerful CRM at its core, presenting organisations with the ability to communicate with customers across multiple channels, create compelling marketing campaigns, build intelligent workflows that drive sales processes. It has already found significant success within the legal, finance and insurance sectors, with customers including Gladstone Brookes, Fred Olsen Cruise Lines, TFS Loans, Etico Group and Stonebridge Rock amongst many others.

Latest

Claim.co.uk x University of Salford collaboration helps create AI careers and shape future legal technology education

A collaboration between Claim.co.uk and the University of Salford has come to fruition with the recruitment of an AI specialist who has joined the...

Tax bills could add pressure to SMEs still managing pandemic borrowing, Purbeck warns

Purbeck Personal Guarantee Insurance warns HMRC Time to Pay arrangements are becoming a permanent feature of small business finances and outlines five practical steps to...

Private Registrations Become a Growing Business Tool as Companies Seek Smarter Fleet Solutions

SWANSEA, UK. June 30th, 2026 - Personalised number plates are becoming an increasingly popular business asset, with companies using them to promote their brands,...

Wythenshawe’s Fred named Official of the Year following 70-year love for cricket

A 70-year-long cricket fan, umpire and groundsman from Wythenshawe has been awarded the Official of the Year Award by the Lancashire Cricket Foundation. Fred Leatherbarrow,...
Subscribe to our newsletter
Business Manchester will use the information you provide on this form to be in touch with you and to provide updates and marketing.
Don't miss

KYND brings verified AI security capabilities to insurance risk assessment through Anthropic partnership

LONDON, UK. August 7th, 2026 - KYND, the cyber risk analytics platform built for the insurance sector, has joined Anthropic's Cyber Verification Programme, opening...

Roast & Ground’s Year-Round Commitment to Sustainable Workplace Refreshment

Following the recent global movement of Plastic Free July, Roast & Ground is reflecting on the campaign’s success by highlighting the practical steps it...

Claim.co.uk x University of Salford collaboration helps create AI careers and shape future legal technology education

A collaboration between Claim.co.uk and the University of Salford has come to fruition with the recruitment of an AI specialist who has joined the...

Wythenshawe’s Fred named Official of the Year following 70-year love for cricket

A 70-year-long cricket fan, umpire and groundsman from Wythenshawe has been awarded the Official of the Year Award by the Lancashire Cricket Foundation. Fred Leatherbarrow,...

More News

Vega Introduces Detection Skills, The New Open Standard for AI Reasoning in Agentic Cyber Defense

Transforms static detection rules into a continuously improving agentic loop. Open to every Cyber Defender at detectionskills.io, natively integrated on Vega platform. LAS VEGAS –...

Limb Loss and Limb Difference Awareness Month Marks the Start of Two New Charity Partnerships for Mobility in Motion

During Limb Loss and Limb Difference Awareness Month, Mobility in Motion has announced that it has formed new partnerships with Steel Bones and Finding...

Surprising ways you might be putting your phone at risk

We use our smartphones for everything. Checking traffic, catching up with friends, browsing the sales… they’re our instant source of information. But these devices also provide...