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 rapidly evolved and client expectations rose, Rivkin hit a critical inflection point: they needed to scale operations fast, without losing control over service quality.

The Challenge

With growing pressure on delivery and a limited talent pool locally, Rivkin found it increasingly difficult to recruit and retain the right people onshore. The firm needed a new way to build capacity that didn’t involve compromising on quality, overextending internal resources, or slowing down growth.

The Solution

That solution came through Bettersource.

Rather than simply filling gaps, Rivkin sought a strategic partner that could help them scale in a smarter, more agile way. Bettersource introduced its insourcing model, providing Rivkin with a remote-first team of high-calibre professionals who became a fully integrated part of the business.

These weren’t outsourced contractors. The Bettersource team participated in daily meetings, followed internal processes, and operated at 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.”
— Shannon Rivkin, Chief Investment Officer, Rivkin Securities

The Outcome

Today, Rivkin’s Bettersource team is embedded across the business, from finance and client services to sales and marketing. With Bettersource’s support, Rivkin has:

• Increased productivity and delivery speed
• Maintained high service standards
• Reduced costs and gained greater operational flexibility
• Built long-term internal capability without recruitment bottlenecks

More Than a Vendor: A Strategic Asset

What set Bettersource apart wasn’t just the talent, it was the hands-on approach to performance management, cultural integration, and partnership. The relationship has evolved from simple team support to a strategic layer of operational capability.

“Their team became part of the family. It’s been a game changer for us.”

Final Word

“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.”

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