Product of the year

4.8 rating

FuseBase for Financial Services Companies: built for internal and external teams

Start with what you need, customize as you go

Internal Workspace

Stay organized, aligned, and productive with everything your team needs in one place

What you get:

Sales Portal
Process Portal
Centralized Hub
Internal Knowledge Base
Real-Time Collaboration
Secure File Storage
Video Recording & Transcription
Meeting Notes with Context
Fast Search & Organization
Client-Ready Sharing
Tool Integrations

AI Agents

AI that lives inside your everyday tools — answers questions, takes action, and does the busywork for you

What you get:

Works Where You Work
Internal & External Workspaces
Real Answers from Your Content
Automates Busywork
Screen-Aware & Prompt-Driven
Custom or Prebuilt Agents
External Agent Access
Synced with Your Stack
On-Brand, On-Point
No Extra Tools Needed

External Workspace

Deliver a seamless client experience with custom-branded portals, real-time updates, and secure file sharing

What you get:

Partner or Vendor Portal
Client Portal / Branded Client Portals
External Knowledge Base
Drag-and-Drop Page Builder
Mutual Action Plans & Task Lists
Built-In E-signatures
Forms & Surveys
Secure File Sharing
Meeting Notes & Videos
Live Chat with Clients
Client Analytics
White-Label & SMTP Support

Try it free Book a demo

Trusted by 3000+ businesses across the world

Watch FuseBase demo

Try it free Book a demo

Why Financial Services companies choose FuseBase

Firms trust FuseBase to automate compliance, accelerate onboarding, and secure client data. AI-powered portals cut manual work and boost team efficiency.

Eliminate silos between teams and clients

Automate the repetitive so your people can focus on impact

Roll out AI agents-no IT lift, no developer needed

Get instant answers to any question, anywhere in your workspace

Smart AI Agents

Portals for internal teams and external partners. Organize all information in Smart Portals and use AI Agents to execute lighting fast!

AI Agents trained on your specific requirements
AI respects privacy and access permissions
AI visibility can be limited to folder or page level
Automates agreement workflows & partner approvals
Coordinates internal teams on deal-related tasks

Try it free Book a demo

Real results

AI Agents impact

Achieve measurable improvements in execution, compliance, and training

80%

Faster compliance

Minimize efforts in tracking compliance

70-50%

Time-Saving

Cut down the time spent on generating process docs

60%

Faster execution

Reduces execution time with automated workflows

50%

Quicker training

Accelerate employee training with guided assistance

Unified workspaces for Internal & External collaboration

One platform. Every workflow.

Branded, secure portals for teams and clients - centralize everything in one place.

Single source of truth:
Unite knowledge, assets, conversations, and workflows for teams and clients in a single, branded portal.
Effortless onboarding:
Use portals as deal rooms, project hubs, HR centers, or partner enablement—eliminate manual setup.
Fully customizable:
Drag-and-drop builder, no-code templates, subdomain hosting, and complete white-label branding.

Book a demo Start a free trial

Branded, secure portals for teams and clients - centralize everything in one place.

Single source of truth:
Unite knowledge, assets, conversations, and workflows for teams and clients in a single, branded portal.
Effortless onboarding:
Use portals as deal rooms, project hubs, HR centers, or partner enablement—eliminate manual setup.
Fully customizable:
Drag-and-drop builder, no-code templates, subdomain hosting, and complete white-label branding.

Book a demo Start a free trial

With just a few clicks, FuseBase integrates with your existing systems.

Quickly improve workflows and centralise data management