Bofidi uses technology to enable employees and support customersRead case study
Work better and faster.
All client and team communication, files and data is shared on the same financial platform.
With the same shared file in Silverfin you work hand-in-hand with your clients to resolve issues quickly and efficiently.
All client and team collaboration is shared in a single client file on the Silverfin platform. If there’s a question it’s made in the file, which means it’s asked in the right context and is received straightaway.
If additional information is needed to answer a question the client can see your request and upload what you need right in their file in Silverfin. You get the answer fast and it’s detail that is kept with the client file for future reference.
All client and team communication, files and data are held on a single platform, so it’s easy to go back and identify issues or answer questions about how a decision was made.
By drilling down into your client’s complete financial dataset, you can extract key trends from the company’s history and provide advice that will make them more successful and help them optimise their financial performance.