Relationship Intelligence

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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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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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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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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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