Accounting
The practical future of AI: Insights from Claus Dahl, Director of Machine Learning at Visma
Claus Dahl at Visma shares insights on AI’s role in software development and business strategy – plus the risks companies must navigate.
Technology for advisory services
Technology for advisory services
Unlock new revenue from client advisory services using our data, alerts, collaboration, analytics and reporting capabilities.
Have the time and tools to be a trusted advisor
Have the time and tools to be a trusted advisor
Great advisory starts with up-to-date data
With Silverfin all your client data is in one place so you can see trends not just in the performance of a single client but across a whole portfolio or your firm. You’re ready now to uncover insights based on data that will transform a client’s business performance.
Analytics and reporting tools key to uncover insights
All the data in the world without the ability to interrogate it effectively is useless. Silverfin’s powerful analytics and reporting tools make it easy to uncover critical insights and have more meaningful conversations with your clients.
Alerts make sure your advice is given in time to every client
Automated alerts in Silverfin monitor and notify teams when clients hit key benchmarks, risk factors or compliance events. When a threshold is met your team is automatically alerted so they can take action at the right time to make a difference. No key events or opportunities to share advice or provide new services are missed.
Dig into client data across your entire portfolio to identify trends, create performance benchmarks and identify insights to share.
Filter data. View data by client, period, book year, staff member or any other key attribute.
Compare clients. Create common queries across your client portfolio, using any of the data available.
Spot trends. It’s easy to spot and communicate trends in data with powerful charting and reporting tools.
Analyse client data to drive business growth
Automated alerts power timely advisory actions
Set up system alerts when clients hit key benchmarks, risk factors or compliance requirements. When thresholds are met, your team is automatically alerted so they can take action at the right time to make a difference.
Stay one step ahead. Automate monitoring of your client portfolio, so nothing important goes unnoticed.
Don’t miss a thing. Automated alerts tell the team when and how to act on key events.
Take action. Start proactive advisory conversations with clients based on real-time data and insights.
Armed with timely information you are ready to have more advisory conversations with clients. Use these insights to create reports and new digital advisory services that also improve communication and clients’ satisfaction.
New revenue streams. Extend your client relationships using reports that lead to new advisory services.
Digital delights. It’s easy to create automated digital reports for all your clients and then use that capacity to add more advisory content.
Deepen relationships. Become a trusted business advisor to your clients and build long-term relationships that deliver value.
Create new revenue streams with digital advisory services
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Speak to us today to discover the power of enhanced accounting.
Technology for advisory services
Unlock new revenue from client advisory services using our data, alerts, collaboration, analytics and reporting capabilities.
Have the time and tools to be a trusted advisor
Automation of your core compliance work gives you back time to dedicate to advisory conversations with your clients. But you still need the data and insights to drive those conversations – that’s where we come in.
Great advisory starts with up-to-date data
With Silverfin all your client data is in one place so you can see trends not just in the performance of a single client but across a whole portfolio or your firm. You’re ready now to uncover insights based on data that will transform a client’s business performance.
Analytics and reporting tools key to uncover insights
All the data in the world without the ability to interrogate it effectively is useless. Silverfin’s powerful analytics and reporting tools make it easy to uncover critical insights and have more meaningful conversations with your clients.
Alerts make sure your advice is given in time to every client
Automated alerts in Silverfin monitor and notify teams when clients hit key benchmarks, risk factors or compliance events. When a threshold is met your team is automatically alerted so they can take action at the right time to make a difference. No key events or opportunities to share advice or provide new services are missed.
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