In the September issue of PortrAIT magazine, we provide the AIT accounting firm members with insight into the need to review data management processes and the quality of the data that CRM and practice management systems store.
Symphony is proud to sponsor this year’s AIT UK Annual Conference (29-30 September 2021). This in-person event is now in its twelfth year and is the go-to conference for IT professionals in the accounting sector. Attendees will benefit from a mix of informative presentations, round table discussions and social activities addressing the theme – A roadmap to the future.
Accounting firms across the world face a constant challenge with gathering, maintaining and enhancing their client and prospect data – regardless of the systems they use. Chand Chudasama, Partner in the Strategic Corporate Finance team and Marketing Partner at Price Bailey had to solve the challenge of getting to the heart of the data he knew the accounting firm held.
For professional services firms, there’s significant investment in practice management software and/or a Client Relationship Management (CRM) systems. Part of any digital strategy is the need for a review of data management processes and the quality of the data that these systems store.
Relationship Intelligence
Here’s how your professional services firm can achieve quality data without lifting a finger to data input.
Relationship Intelligence
For many firms one of the magic wand wishes in the LPM Frontiers: Legal IT Landscapes report was the call for more automation and better gathering and use of data with the quality of data being a must. Like all businesses in the UK, we all agree that the pandemic has had lasting impact on the way our teams work.
Our CEO, Brian Coventry, has been announced as speaker at the Association for Accounting Marketing (AMM) Summit (24-26 May 2021).
Relationship Intelligence
A year on from the start of lockdown in the UK and this year’s PWC 24th Annual Global CEO Survey has been launched.
Relationship Intelligence
This must-read LPM Frontiers: Legal IT Landscapes 2021 report has been launched with commentary from our very own CEO, Brian Coventry. Brian talks of the curse of data lag and omission that ultimately manifests itself in missed opportunities and growth for legal firms.
Your clients are all on another firm's prospects list. So, when a partner or key employee moves there too, you need to be sure that your firm is stepping up to manage the client relationships that could be affected. But, with the challenge of remote working and lack of time, how can you gain the necessary management information to protect revenue in a timely and effective manner?
Relationship Intelligence
In the December issue of PortrAIT magazine, we provide accounting firms with insight on how to obtain strategic management information with no effort.
Relationship Intelligence
A recent survey indicates that 68% of US employees face at least one challenge with workplace software. This is one challenge too many for the remote workforce right now. One of the biggest challenges from the survey seems to be that technology is difficult to use thus hindering process. For professional services firms this could potentially impact client retention. Therefore, intuitive software with immediate visibility is of paramount importance.
Relationship Intelligence
With remote working the norm and with digital transformation accelerating exponentially, let’s be clear about one thing, the value we place on data by no means negates the importance of key relationships held within your firm. Connections with clients is still the most valuable asset in your data.
Our CEO, Brian Coventry, will join the panel discussion at the upcoming Virtual Summit (25-26 November 2020). Following on from the successful inaugural summit in May, this exclusive 2-day event for accountants and financial professionals in both practice and industry, has over 79 speakers registered covering strategy, people, process and technology.
