News and Case Studies

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Client Sense featured in AIT magazine

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.

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Symphony proud sponsors of AIT UK annual conference

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.

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Getting real value from your CRM with Client Sense

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.

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Solving data quality management complexities

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.

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Quality data with no effort

Here’s how your professional services firm can achieve quality data without lifting a finger to data input.

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Enhance the use of practice management and CRM platforms

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.

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Are you staying relevant to your clients?

Our CEO, Brian Coventry, has been announced as speaker at the Association for Accounting Marketing (AMM) Summit (24-26 May 2021).

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From uncertainty to growth

A year on from the start of lockdown in the UK and this year’s PWC 24th Annual Global CEO Survey has been launched.

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Avoid the curse of data lag – LPM Legal IT Landscapes 2021

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.

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How relationship intelligence improves client retention

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?

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How to get strategic management information with no effort

In the December issue of PortrAIT magazine, we provide accounting firms with insight on how to obtain strategic management information with no effort.

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Intuitive software for immediate data visibility

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.

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How relationship intelligence gives perspective to complex networks

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.

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Accountancy mid-tier firms - What's the goal in 2021?

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.

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