Client onboarding
KYC/AML-integrated onboarding workflows with document collection, verification gates, and SLA tracking.
Fruition implements platforms and AI for financial services firms across Australia, the UK, and the US: client onboarding, compliance workflows, and AI deployments built to APRA, FCA, and SEC expectations.
APRA CPS 230/234, FCA, and SEC requirements mapped to system controls before configuration begins.
Approval trails, permission logs, and data lineage designed in, because ‘show me’ is the only compliance test that matters.
Governed AI for research, document review, and client comms, with the human-oversight gates regulated advice demands.
// What we build
KYC/AML-integrated onboarding workflows with document collection, verification gates, and SLA tracking.
Obligation registers, incident workflows, and attestation cycles on governed platforms.
Pipeline, due-diligence, and portfolio-review workflows for funds and advisory firms.
Governed research-synthesis agents grounding briefs in verified sources with citation trails.
Pick a time and we'll map your pipeline live on the call: your stages, your handoffs, your reporting. No slides.
500+
have maximised their workflows with our monday.com expert support
Jade Wood
Managing Director, Popology
We are now utilising monday.com to its full potential, from lead through design and production teams - everyone knows what stage our projects are in, what's next and what our process is.
Mairhead McKinley
Delivery Manager, Givergy
We found Monday to be more customisable and transparent for both internal and external stakeholders. It reduced double handling of issues, as the Monday boards provide clear, accessible information, eliminating the need to email around for updates.
Emily Hill
International Markets Manager, Tourism Northern Territory, Tourism Northern Territory
Process automation across campaign management, budget management and project approvals has saved significant amounts of time for staff globally and also improved collaboration across global teams.
Jade Wood
Managing Director, Popology
We are now utilising monday.com to its full potential, from lead through design and production teams - everyone knows what stage our projects are in, what's next and what our process is.
Mairhead McKinley
Delivery Manager, Givergy
We found Monday to be more customisable and transparent for both internal and external stakeholders. It reduced double handling of issues, as the Monday boards provide clear, accessible information, eliminating the need to email around for updates.
500+
have maximised their workflows with our monday.com expert support
Emily Hill
International Markets Manager, Tourism Northern Territory, Tourism Northern Territory
Process automation across campaign management, budget management and project approvals has saved significant amounts of time for staff globally and also improved collaboration across global teams.
Jason Doan
VP of Heavy Rental & Sales, HOLT CAT
monday.com has given us the visibility we need to get everyone on the same page and keep track of all the moving parts.
Allie Swindlehurst
Operations Manager, Falkbuilt
The monday.com mobile app gives our technicians on raw construction sites instant access to the project information they need and makes connecting with the team at HQ easy.
Jade Wood
Managing Director, Popology
We are now utilising monday.com to its full potential, from lead through design and production teams - everyone knows what stage our projects are in, what's next and what our process is.
Mairhead McKinley
Delivery Manager, Givergy
We found Monday to be more customisable and transparent for both internal and external stakeholders. It reduced double handling of issues, as the Monday boards provide clear, accessible information, eliminating the need to email around for updates.
500+
have maximised their workflows with our monday.com expert support
Brandon-Lee Horridge
Managing Director, BL Air Conditioning
This system will save hundreds of thousands of dollars a year guaranteed.
Ron Amaram
General Manager, Risk 2 Solutions
Fruition have been instrumental in moving us to a 'single source of truth' system for managing sales and projects.
Lorenzo Tejada-Orrell
Chief Innovation Officer, CLSQ
Since implementing monday.com, CLSQ has experienced a significant transformation in operational efficiency.
Jade Wood
Managing Director, Popology

We are now utilising monday.com to its full potential, from lead through design and production teams - everyone knows what stage our projects are in, what's next and what our process is.
Mairhead McKinley
Delivery Manager, Givergy

We found Monday to be more customisable and transparent for both internal and external stakeholders. It reduced double handling of issues, as the Monday boards provide clear, accessible information, eliminating the need to email around for updates.
500+
have maximised their workflows with our monday.com expert support
Jemma Ryan
What a pleasant and wonderful experience it was to be dealing with Josh and the fruition team. It made it a smooth and easy process for us and our team. They were all very professional and great to speak with. Looking forward to working again with you in the future.
Teddy Mangion
Josh and the Fruition team were an absolute pleasure to work with. They were professional, knowledgeable, and made the whole process smooth and straightforward. I would highly recommend them to anyone looking for quality software solutions.
Anthony Rowson
We are very Happy Little Campers, and our system is easy to use, portable, flexible and very informative and gives us a great insight to ALL facets of the business and where our communication and marketing efforts are best targeted to maximize our returns for effort. I would highly recommend you have an initial chat with these guys. They know their stuff.
Kerrie E
A big thanks to Josh - spent a couple of hours working through ways to get our Event Project Plan on Monday into good shape. We know have a much more user friendly and useful Project Plan and we have made use of a variety of different automations to streamline processes. When our NFP is ready to undertake more complex Monday activities I will definitely be looking to Fruition for support.
Tedd Long
MCAG Inc.

Zach provided excellent training on Monday.com and he included some great insights on how we can best use the project management features. Thank you!
500+
have maximised their workflows with our monday.com expert support
Brandon-Lee Horridge
Managing Director, BL Air Conditioning

This system will save hundreds of thousands of dollars a year guaranteed.
Ron Amaram
General Manager, Risk 2 Solutions

Fruition have been instrumental in moving us to a 'single source of truth' system for managing sales and projects.
Lorenzo Tejada-Orrell
Chief Innovation Officer, CLSQ

Since implementing monday.com, CLSQ has experienced a significant transformation in operational efficiency.
Louis Stenmark
Co-Founder, Windfall Bio

The Fruition team helped me get the most out of monday.com. They provided me with in depth instruction, custom templates and helped me solve problems unique to our early stage company's needs.
Luke Reddin
Director, Clean Power Australia

Josh and his team were excellent from start to finish on building our monday.com integrations and automations. Very happy with them.
500+
have maximised their workflows with our monday.com expert support
Brad Cannon
Senior Account Executive, monday.com

Having experienced working with Josh directly at monday.com, I'd have no hesitation recommending Josh in any consulting engagement.
Bianca Genesio
Central Manager, G8 Education

Couldn't be more happier. Thank you Josh for your hard work and commitment. Highly recommend!
Anthony D'Agostino
True Steel Frames

Josh & the Fruition team were great to deal with and very thorough. would highly recommend!

We are now utilising monday.com to its full potential, from lead through design and production teams - everyone knows what stage our projects are in, what's next and what our process is.
