In these difficult times it's always important to look out for each other and lend a helping hand where we can.
We are all in this together. That is why we created this package.
This COVID-19 package provides you with the tools you need to identify clients that are under pressure from Covid-19 making it more accessible and faster to provide them with advice. Add this new package to your Silverfin environment and let us support you.
Visit our COVID-19 portal to find out what other support we have available.
This package contains a seperate Covid-19 workflow you can deploy to your client files containing:
Additionally this package also provides you with insight queries to segment your clients at risk, and even if you don't normally have insights, we've made it available to everyone free for 90 days!
To get the most out of Silverfin, use our communication and brand new inbox to discuss possible solutions with client, or go further and use Silverfin interact to collaborate and complete this exercise with clients directly in Silverfin!