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Your Funding Playbook

How to win clients and beat competitors.

Paul Surtees Oct 10, 2017

Funding PlaybookFunding is one of the top three subjects clients ask for advice on from accountants.

With this in mind, you should always have your firm’s funding solution at the forefront of your proposition when engaging with clients.

In this guide, we take a look at how your funding offering can help you better service your clients and win prospects with a consistent and proactive approach.


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About Capitalise


Capitalise.com empowers accountants, to find, compare and select the right lending for their clients from the wider funding market.

Answer a selection of questions and you'll be presented with a range of specially selected partners who can not only provide your client with the funds they need, but have a proven track record of successfully funding similar businesses within their sector.

From asset finance, invoice finance and trade finance to merchant cash advances, working capital loans and property funding, you'll be able to quickly and easily submit multiple applications with or on behalf of your client.

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