Blog
The redesigned Insights: what’s changing and what’s coming next
Insights has a new look, a new query overview page, more room for your data, and filters that apply in one go. Here’s what’s new, and what’s coming next. What we set
Powerful collaboration built-in
Silverfin brings together messaging, tasks and review then integrates these into your workflows so your team can collaborate right where the work happens.
Everything in one place
No more endless email trails, missing attachments or deciphering scribbles on printouts. No switching in and out of client files and applications. With Silverfin all communication between your staff and clients is integrated into one environment.
Collaborate with colleagues, anytime, anywhere
Work on the same client file, at the same time, from anywhere. Send messages or tasks to colleagues. Tag your manager when it’s time for review. See at a glance all outstanding work on any client engagements.
Get closer to your clients
Have more regular touchpoints with your client by giving them access to our Pulse portal. Make them feel more involved and more aware of their compliance processes, by collaborating together digitally on working papers, reports or financial statements.
Paper trails and teamwork
Silverfin stores all the historical activity and communications with every client file. With this audit log for context, you make it easier for teams to share client work and maintain client service when team members are not around. It also means if you have to check work later you can see the changes and conversations that happened during the creation of a client file.
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How we redesigned Silverfin
From research to redesign In part one, we explained why we decided to redesign Silverfin, and the research we undertook to understand where we could improve. We looked at how quantitative and
