News and Case Studies

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How to manage client relationships during departure and successions

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?

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Cloud-based software stack to be revealed at Digital Accountancy Week

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.

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Why use data-driven insight for your professional services firm?

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.

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Digital transformation fast-tracked by CEOs

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’.

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Leverage industry expertise for focussed prospecting and relationship management

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.

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Relationship intelligence insight at AAM Emerge Conference 12-13 August

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.

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Growth opportunities for Professional Services Relationship Intelligence

Growth opportunities for professional services firms

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.

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3 steps to improve client retention and increase revenue

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?

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Client Sense business development module launched

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.

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Transition management with Client Sense

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.

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Managing and maintaining key referrer relationships

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?

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Client Sense complements CRM

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.

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Virtual Summit: Wellbeing for professional services firms

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.

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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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