News and Case Studies

AAM summit image

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).

Read more

PWC 24 CEO survey laptop Relationship Intelligence

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.

Read more

Legal IT landscapes blog image Relationship Intelligence

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.

Read more

Staff changes businessman

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?

Read more

Digital 100 blue keyboard

How Microsoft can supercharge your accounting firm

There is no doubt Microsoft has the potential to revolutionise the way a modern-day accountancy firm operates which will lead to improved efficiency, profitability, and transparency. ​ Our next webinar as part of the Digital 100 Alliance, in conjunction with the Digital Accountancy Show, will explore this potential and what the future work hub looks like for accountants. ​

Read more

Keyboard digital Relationship Intelligence

Collaborate for digital success

Research by PwC found that 84 percent of digital leaders “mandate collaboration and cross-functional work”. To do so, the business leaders who have embraced digital “provide the tools and leadership to make it happen”. This pre-covid-19 research offers insight for firms in search of a similar, successful path.

Read more

Staff changes analysis ipad Relationship Intelligence

How to manage key staff changes and protect revenue

Ensuring that clients and referrers do not slip through the net and through your competition’s door is key to protecting revenue in a professional services firm. We have often talked about gaining visibility of communication to help you manage your key clients through staff transition. But how can this vital visibility be achieved, without impacting on employee’s time and your firm’s bottom line?

Read more

Client Sense virtual meeting Relationship Intelligence

Why relationships are the cornerstone of your data strategy

Last year escalated digital transformation within professional services firms. However, firms cannot become complacent and must remember what is at the core of the technology implemented that will drive growth.

Read more

Portrait Dec cover Relationship Intelligence

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.

Read more

Remote worker using relationship intelligence Relationship Intelligence

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.

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

Emerge Conference Accounting logo

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.

Read more

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.

Read more