News and Case Studies

Relationship Intelligence analyse data Relationship Intelligence

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.

Read more

Accountex Virtual Summit Nov white border

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.

Read more

Premium SA Accounting Logo White background

Symphony announced as speaker at The Premium SA Accounting Event

The Premium Online SA Accounting Event (19-20 November 2020) is set to reveal practical and powerful success strategies for accountants around the world. Our CEO, Brian Coventry, will be one of the 12 global speakers at this leading accountancy event.

Read more

Client Sense image Relationship Intelligence

Symphony announced as preferred supplier for LawNet members

We’re delighted to have been chosen by LawNet as its new preferred supplier for its members. We’re proud to be able to introduce Client Sense to its members.

Read more

Remote working Video conference Relationship Intelligence

Identify opportunities and risks when working remotely

When it comes to business growth opportunities, you need to strike while the iron is hot. But, with teams working remotely could the dreaded data silos return to damage what you’ve worked so hard to eliminate in your firm? In these uncertain times, with daily twists and turns, knowing what the opportunities and risks are across your firm are vital for growth and revenue protection.

Read more

Managing depatures Client Sense Man with laptop Relationship Intelligence

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?

Read more

Digital Accountancy Week logo

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.

Read more

Data driven insight Relationship Intelligence

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.

Read more

Digital transformation data Relationship Intelligence

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’.

Read more

Leverage Industry Insight Prospecting Relationship Intelligence

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.

Read more

Client Sense image

Client Sense enhancing client relationships

In our latest video, we hear about the role our Client Sense software plays in enhancing client relationships for professional services firms such as legal and accounting firms.

Read more

CS Managing referral blog

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?

Read more

Client Sense image Relationship Intelligence

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.

Read more

Virtual Summit

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.

Read more