Turn data into advisory conversations
Finding that key insight in a sea of data is time consuming and just too hard. But it doesn’t have to be that way. It’s easy with Silverfin’s powerful data analytics, alerts and reporting tools.
See and analyze everything
Filter data. View data by client, period, book year, staff member or any other key attribute.
Compare clients. Create segments to query data across your client portfolio, using any of the data available.
Spot trends. Powerful charting and reporting tools make spotting and communicating trends in data easy.
Get automated alerts to tell you when to act
Track key events. 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. Armed with the right data and insights teams can open up advisory conversations with clients.
Develop new data and digital advisory services
Open-up new revenue. Extend your client relationships from reporting with new advisory-led services.
Deliver digitally. Create automated and digital advisory reports for all your clients so you can deliver at scale.
Deepen relationships. More time with clients delivering powerful advice leads to better, longer relationships.
Now a deadline has been set for the furlough scheme, accountants will be key in advising their clients how to navigate and triumph following this precarious yet inevitable event.