Performance Metrics
65%
Increase in Qualified Leads
-40%
Drop in Form Abandonment
22%
Cross-sell on FX Services
"Valgist turned our boring regulatory intake into a value-add discovery session for our clients."
— Chief Growth Officer, FluidCredit
The Challenge: "Application Fatigue"
FluidCredit provided various lending products: Lines of credit, equipment financing, and SBA loans. However, their conversion rate was abysmal. High-value founders were abandoning the site the moment they saw the "Application" page, which asked for social security numbers and tax returns in the first step.
The sales team was spending hours manually sorting through "junk" applications from businesses that didn't meet the minimum revenue threshold for their products.
The Valgist Experience: "The Growth Capital Matcher"
Swipe if it applies!
2 of 5 QuestionsExpanding your footprint?
Do you need capital specifically for new physical locations or real estate?
FluidCredit flipped the script. They removed the "Application" and replaced it with a Matching Engine. Instead of typing data, users swiped on their business goals. Valgist’s engine quietly calculated their eligibility in the background without the user feeling interrogated.
The Outcome: Frictionless Financing
By the time the user finished the 30-second interaction, they were served a personalized "Capital Match Report" showing the exact interest rates and loan amounts they qualified for.
Low-Friction Pre-Qual
By hiding the "SSN" field until *after* value was provided, form completion rates jumped from 12% to 48%.
Targeted Cross-Selling
Users who swiped "YES" on international growth were automatically matched to the FX Management account and Corporate Travel cards.
Ditch the rigid forms.
Build an interactive capital matcher that builds trust and increases loan volume.
Build Your Matcher Free