Rivkin Securities
“Bettersource has changed the way we work and is the best decision we’ve made in the business in many years.”
Highlights
- —Held performance and client service quality through fast growth
- —Fully integrated global team operating to Rivkin’s internal standards
- —Strategic partnership that delivers flexibility, control, and consistent results
- —Four-plus years average retention within the offshore team
Scaling smarter in a shifting market
Rivkin Securities is a leading Australian financial services firm providing wealth-building investment strategies and market guidance to individuals nationwide. In early 2020, as the market shifted and client expectations rose, Rivkin hit an inflection point — they had to scale operations quickly without losing control over service quality.
The Challenge
A limited local talent pool and growing delivery pressure made it harder to recruit and retain the right people onshore. The firm needed a way to build capacity that did not mean compromising on quality, overextending their internal team, or slowing down growth.
The Solution
Rivkin was not looking for a vendor to plug gaps — they wanted a strategic partner that could help them scale more agilely. Bettersource brought in its insourcing model: a remote-first team of high-calibre professionals integrated fully into the business.
They were not outsourced contractors. The Bettersource team joined daily meetings, followed internal processes, and worked to the same standard as Rivkin’s in-house staff — with one key difference: lower overhead and faster deployment.
“We weren’t just looking for a hole to fill, we were looking for a smarter way to grow. Bettersource gave us both flexibility and accountability.”
The Outcome
Today the Bettersource team is embedded across the business — finance, client services, sales, marketing. With Bettersource’s support, Rivkin has:
- —Increased productivity and delivery speed
- —Held service quality to onshore standards
- —Reduced cost and gained greater operational flexibility
- —Built long-term internal capability without recruitment bottlenecks
More than a vendor, a strategic asset
What set Bettersource apart was not the talent alone, it was the hands-on approach to performance management, cultural integration, and partnership. The relationship has grown from simple team support into a strategic layer of operational capability.
“Their team became part of the family. It’s been a game changer for us.”
Bettersource isn’t just an option, it’s a strategic asset. They’ve changed the way we work and it’s the best business decision we’ve made in years.