Talking points
Turn compliance work into better client conversations
Talking Points allows your team to flag, present, and process client meetings without ever leaving Silverfin. Everything you need for productive client conversations, in one platform.
Everything your team needs for client conversations, in one platform
Great client meetings rely on accurate data, clear communication, and a well-prepared team. Talking Points connects the routine work your team already does with the conversations you need to have, eliminating the need to manage notes across multiple, disconnected tools.
Collaborative prep, no extra effort
Turn routine file review into meeting prep and build a unified client agenda, without adding a dedicated prep phase.
Consolidate your tech stack
Stop exporting data or managing meeting notes in separate tools. Run the client meeting directly from your single source of truth.
Keep a permanent record
Maintain a centralised, chronological history of every client meeting directly within their file, accessible to your whole team.
How it works
Every flagged item is automatically assembled into a shared list for the meeting. A complete client meeting workflow, built into the platform your team already uses every day.
Your team builds the agenda, as the work happens
Anyone on your team can tag a finding as a talking point the moment they spot it during file review. Every flagged item is automatically assembled into a shared meeting agenda. No dedicated prep session, no chasing colleagues for their notes.
Capture insights instantly
Flag discussion items directly inside templates and reconciliations with a single click.
AI-assisted detection
AI automatically surfaces outliers in client data, flagging risks and opportunities your team might otherwise miss.
Drive the conversation with live data, not a deck
Switch to Presentation Mode for a distraction-free, client-ready view. Internal notes are hidden. Interactive charts replace static reports. Deep links take you from any talking point straight to the underlying account entry, so you can answer client questions on the spot.
Presentation Mode
A dedicated client-facing interface that keeps the focus on the conversation, not the software.
Deep Links
Click from any talking point to the underlying entry or reconciliation to show the proof in real time.
Interactive Context
Add clarifications, notes, or supporting documents to specific talking points during the meeting.
Close the loop before you leave the room
Upload your meeting notes or a transcript and Silverfin generates a structured summary with suggested action points. Every meeting creates a permanent, searchable record in the client file.
Smart Summaries
AI turns rough notes or a transcript into a structured meeting summary, ready to share.
Actionable Outcomes
Suggested action points based on meeting content mean follow-ups never get lost.
Full History
A chronological archive of every client interaction, accessible to your whole team.
Enhanced by AI, controlled by you
Talking Points uses built-in AI enhancements to streamline your workflow, not replace your expertise.
Outlier detection
AI spots the “needle in the haystack” while your team prepares the files.
Transcript processing
AI turns rough meeting notes into concise, structured summaries.
Action suggestions
AI proposes next steps based on your meeting content.
Advisory doesn't need a separate tool
Most platforms treat advisory as something you bolt on after the compliance work is done. Because your team is already in Silverfin running that compliance work, the shift to advisory happens naturally. It’s not an extra process. It’s the same process, surfaced better.
85% of all talking points are tagged directly inside templates, not on a separate page. Accountants are already spotting advisory opportunities during compliance work. They just haven’t had a structured way to capture and act on them, until now.
Scale advisory across your entire portfolio
When a legislative change affects 30 of your clients, you shouldn’t be filtering an Excel export to find them.
With Insights, identify every affected client in seconds and automatically create a talking point in each file. Dedicated teams can set their own triggers, recurring reminders, and market-specific prompts that surface in the right client files at the right time. Proactive advisory, at portfolio scale.
Ready to run better client meetings?
Your compliance process doesn’t have to stop at the working paper. See how Talking Points flows it through to a prepared meeting, a conversation you’re fully equipped for, and a follow-up that actually happens.
