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Leveraging technology to deliver high-quality value-added services

"Silverfin allows us to consolidate data, interact with that data internally in a different way, and drive forward the way we advise our clients." Jim Brown, Partner.

Transforming internal processes and client services with Silverfin.

Blick Rothenberg has a strong reputation for advising entrepreneurs, owner-managed businesses and large international businesses, including listed companies. They help clients in over 60 countries globally achieve long-term, sustainable success through the provision of critical business support and advisory services.

A focus on what really matters to the client

Blick Rothenberg wanted to use technology to achieve three key objectives:

  1. To service clients in the personalised way they expect, with automated compliance and high value-added services.

  2. Internally they wanted to gain efficiencies and improve the user experience.

  3. They also wanted to collaborate and centralise data, to enable them to be more proactive in the way they service clients.

"We want to maintain a personal service, offering high-quality services to our clients and allowing technology to enable that."  Jim Brown, Partner

Staying at the leading edge of technology

Silverfin has been pivotal in helping Blick Rothenberg deliver a consistent service to different clients, no matter where they are in the world. Silverfin’s cloud platform delivers measurable efficiency gains, from the average time it takes to complete a task and prepare client files, to reviewing reports and using automated updates to be notified about changes to the underlying numbers.

“Clients really value the fact they’re getting a service delivered in a consistent way across multiple territories. And without technology, you simply wouldn’t be able to do that."

 

Ask us for a complimentary consultancy workshop to see how Silverfin could transform your business.

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