Silverfin

Transforming Internal Processes & Client Services with Silverfin

Blick Rothenberg, a London-based advisory firm serving clients globally, transformed their internal processes and client services by using Silverfin's cloud accounting software to consolidate and centralize data, automate compliance, enhance collaboration, and deliver personalized, consistent, high-quality value-added services efficiently across multiple territories.

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

Location: London, England
Employees: 800
Product used: Silverfin: cloud accounting software for clients

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. 1.To service clients in the personalised way they expect, with automated compliance and high value-added services.
  2. 2.Internally, to gain efficiencies and improve the user experience.
  3. 3.To collaborate and centralise data, enabling them to be more proactive in servicing 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.”