News and Case Studies

Client Sense enhancing client relationships

Client Sense enhancing client relationships

In our latest video, we hear about the role our Client Sense software plays in enhancing client relationships for professional services firms such as legal and accounting firms.

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Managing and maintaining key referrer relationships

Many firms will report monthly or quarterly on fees generated by key referral sources, yet by the time a decline or absence of referred fees is detected, the referrer has likely begun referring work elsewhere. Using real-time data can allow professional services firms to proactively manage client relationships, with no effort or input needed by employees. But how can you achieve this data-driven visibility, with no additional work?

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Client Sense complements CRM

In the second in our series of video interviews which place a spotlight on our Client Sense solution for professional services firms, we look at how Client Sense complements Client Relationship Management (CRM) software.

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Virtual Summit

Virtual Summit: Wellbeing for professional services firms

It’s been great to be part of the Accounting Virtual Summit. For our panel discussion, which focussed on how mid-tier accounting firms are being impacted and reacting to COVID-19, we had over 4,000 registered for our talk. Part of our discussion focussed on health and wellbeing.

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How Client Sense can help Professional Services firms during COVID-19

In the first of our series of Client Sense videos, we chat with our COO Phil Lowe and Steve Tyndall, CEO of Client Sense, to gain insight into the relationship intelligence software platform and its importance to professional service firms in the current COVID-19 crisis.

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TimeCapcha mobile app latest version now available

Version 1.3.0 of TimeCapcha, our popular time recording mobile app for leading professional services firms, is now available.

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Virtual Summit

Brian Coventry announced as speaker at Virtual Summit

Our CEO, Brian Coventry, has been announced as one of the speakers at the Virtual Summit. This exclusive 2-day event for accountants and financial professionals in both practice and industry, is jam-packed with over 40 expert-led sessions covering people, process, technology and strategy. The session will take place on 13 May 2020 at 10am and is dedicated to how COVID-19 is impacting mid to large tier accounting firms.

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Navigating crisis with data-driven relationship intelligence

These unprecedented times have highlighted just how critical communication is. Key during this crisis period is to make contact with the right people at your client’s firm ensuring you can provide help where it’s most needed. What’s crucial is these connections must be direct person-to-person contact. However, you need to know who the best person in your business is to establish that connection.

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Data - The linchpin to growth

In the April issue of LPM magazine, Brian Coventry talks about how leveraging existing data and harnessing relationship intelligence is the vital clue to revenue growth for professional services firms.

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The benefits of a data driven approach

We recently held an interactive webinar focusing on how legal and accounting firms can create real-time visibility to identify, protect and grow client relationships. One of the key points discussed in this webinar was about the challenges faced by marketing and business development teams.

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PP Interview

Interview with Adam Irwin, COO, Pitcher Partners - Sydney

We recently chatted with Adam Irwin, Chief Operating Officer, Pitcher Partners – Sydney, for further insight into how Symphony helped the accounting firm. Watch the video to understand how a holistic approach has provided the firm with increased visibility of opportunities. 

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Unlock data to win work and keep clients

Our CEO, Brian Coventry, has shared his insight into how your accounting firm can unlock data to win work and keep clients in the latest issue of International Accounting Bulletin.

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Brian Coventry announced as speaker at AAIT Conference

Our CEO Brian Coventry is one of the speakers on the packed agenda of the The Alternative Accountancy Strategic IT Conference (AAIT). He will be covering: How will technology businesses serve the modern accountancy practice? He will give delegates insight into long-term strategies.

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Symphony to reveal Client Sense platform at AAIT Conference

We’re delighted to be back at The Alternative Accountancy Strategic IT Conference (AAIT) where we’ll be launching our new client retention and business development platform, Client Sense, to the accounting delegates.

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