Relationship Intelligence
With employees spending many hours and years forging strong relationships with clients, a suitable successor is going to be crucial to manage key relationships successfully during transition and into the future. So, wouldn’t it be ideal to know who, within the firm, would be the best candidate you should transition this client relationship to for seamless service?
Symphony is set to take part in the upcoming Digital Accountancy Week (12-16 October 2020 12- 5pm). Along with a select group of senior accountants in practice, we will be joining the Digital 100 Alliance, which is a number of leading technology companies with experience and expertise in "Top 100" accountancy firms.
Relationship Intelligence
As digital transformation in firms accelerates, we look at how a data-driven solution can provide professional services firms with essential relationship intelligence insight for business growth.
Relationship Intelligence
With COVID-19 truly making an impact on our daily lives and the way we work, it’s perhaps not too surprising that the latest CEO Panel Survey from PWC has revealed that ‘86% of UK CEOs believe the shift towards remote collaboration will endure’.
Relationship Intelligence
For professional services firms, right now your industry expertise is invaluable to support your existing clients in their sector. From the relationship managers in your firm through to the business development team, you are seeing and hearing first-hand the issues and complexities businesses are facing within certain industries.
Our CEO Brian Coventry will be a speaker at the Emerge Virtual Conference by the Association for Accounting Marketing (12-13 August, 11am-2pm (ET) daily). Join Brian’s session to discover how relationship intelligence can complement and enhance an existing CRM platform.
Relationship Intelligence
Relying on busy professionals to manually enter ongoing client interactions, communication and meeting information, has traditionally meant that client care initiatives have simply not had the data or visibility required to support them. Yet, it’s this visibility of communication that can help professional services firms not only maintain revenue but increase it.
Relationship Intelligence
Your commitment to clients and the longevity of these relationships is the lifeblood of any professional services firm, but how can you perform more strategically to not only maintain revenue but increase it?
Relationship Intelligence
To mark the launch of the new Client Sense Business Development module, we caught up with our COO Phil Lowe and Steve Tyndall, CEO of Client Sense, to discuss how the software can enhance your new business opportunities and client retention capabilities.
Relationship Intelligence
In our latest interview in our Client Sense video series, we discuss the role Client Sense plays in managing succession within a professional services firm as well as any changes with clients or the firm itself.
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?
Relationship Intelligence
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.
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.
Relationship Intelligence
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.