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We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
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At Flow, AI isnt just a feature—its the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage where AI powers every aspect of the experience. With advanced AI features already live in production and actively used by our brokers, we are pioneering Wholesale 3.0, equipping brokers with cutting-edge tools to provide unparalleled service. We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals. In the past seven months, weve grown 250% month-over-month(!) and are forecasting even more massive growth. Were a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and industry angels.
We are an Enterprise Transformation Digital Technology Consulting company. Our team is made up of Professional Consultants who have led Enterprise Transformations, Project Management Offices, CIO, CAO, CTO, CHRO, COO, Global ERP Directors, ERP Business Systems Analysts, ERP Developers, CyberSecurity Analysts. This gives us a unique perspective, allowing us to understand our clients visions, appreciating the right balance of consulting to work. We have a proven track record of helping our clients achieve their vision with the optimization of Digital solutions, so we guarantee our work. Services: - Strategy to Execution OKRs (Workboard) - Enterprise Performance Management (EPM) - Enterprise Resource Planning (ERP) - Customer Excellence Solutions (CRM) - Supply Chain Excellence Solutions - Backoffice Excellence Solutions (BPM RPA) - Employee Excellence Solutions (HCM) - Cloud & Managed Services - IT Advisory - Mergers & Acquisitions - Project Management - CyberSecurity Industries: - Engineering, Procurement, Construction (EPC) - Industrial Manufacturing/Fabrication - Oil & Gas. Chemical, Nuclear, Solar, and Power Industries *Ask about our OneVision Consulting Network on our Contact Us Page for more information on how to apply.*