Silverfin gives you the tools to interrogate data at a client or portfolio level and turn this into insights that drive advisory conversations.
Putting powerful data analytics, alerts and reporting tools at your fingertips, Silverfin makes finding key insights in data easy. So, you can spend your time talking with clients and adding value.
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.
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.
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