News and Case Studies

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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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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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Using data to drive revenue and win clients

Our CEO, Brian Coventry, talks about how relationships drive revenue in the January issue of LPM magazine.

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Brian Coventry discusses our award-winning CRM Software in IAB

In the January issue of International Accounting Bulletin (IAB) our CEO, Brian Coventry, talks about how we help accounting firms implement software platforms to enable higher levels of client management.

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New data-driven client retention and business development solution

Symphony has added a new platform to its core offering of client management solutions. Client Sense – the data-driven, client retention and business development solution - is now available for the accounting and legal sectors through Symphony.

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Symphony to launch Client Sense platform at LPM South

We’ll be launching our new client retention and business development platform, Client Sense, for legal​ professionals at LPM South on 10 February 2020.

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The human face of CRM

The ‘2020 Global Marketing Trends: Bringing authenticity to our digital age’ report from Deloitte is an in-depth must read for professional services firm’s leaders.

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How embracing technology can help firms reap growth

​The PWC Law firms’ Survey 2018 identified that 63% are concerned with speed of technological changes and its threat to growth. This is one of the four areas, as a result of the survey, that PWC has flagged for law firms to think about to move forward and remain robust in changing times. Of course, this also applies to the accounting sector.

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Take a holistic approach to implementing AI

With up to 85% of UK businesses said to be looking to invest in AI by 2020*​, can professional services firms afford not to be in the mix?

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Price Bailey and Symphony reach a landmark agreement on Practice Portal

As of July 4, 2019, Symphony acquired the exclusive global rights to market, develop, deploy and support Practice Portal in the Accounting and Legal professions.

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Power of CRM for the individual

​For professional services firms, to fully reap the benefits of CRM (client relationship management) for the entire client-facing organisation, those who use the system every day must actually want to use it. No matter how grand your plans are for the CRM tools you use, they will fall short unless every user is committed.

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