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.

Working tirelessly in the background, your firm's communication systems likely manage hundreds, thousands, even millions of transactions each day. Data logged by email and other systems often go unused by firms. Yet, when put into context, this data can provide a myriad of business development and client retention benefits.

Leveraging accurate and real-time data presents a whole new range of opportunities helping a firm enormously when pitching, looking for lateral hires, prospecting or cross-selling into an organisation.

Read the full article: How your firm can unlock data to win work and keep clients, in International Accounting Bulletin which also features the IAB World Survey 2020.

Let Client Sense join the dots

Developed specifically for professional services firms, Client Sense provides a simple and a cost effective solution for firms of all sizes. By leveraging existing data, Client Sense allows firms to quickly and easily enhance their business development capabilities.

The benefits of a data-driven approach

If you’re looking to learn more about what data has to do with relationships then why not register for our webinar?

Hosted by Brian Coventry and Phil Lowe, the webinar will cover 5 practical ways that firms can leverage their existing data including:

  • Business development
  • Cross servicing
  • Key relationship management
  • Succession planning
  • Maintaining mailout lists and developing event lists

Follow the link to register to join our Webinar – 18 March 2020 at 11:00am (GMT).


Get in touch today

Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…