News
Symphony – APS and CloudCapcha, announced today a change in leadership to drive their next phase of growth. After a successful 24 years, Brian Coventry, has decided to step aside and make way for new leadership that will drive the next phase of growth. Current Chief Operating Officer, Phil Lowe, will take on the appointment of CEO of CloudCapcha & Symphony – APS, and Brian Coventry will assume the title of Founder.
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.
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.
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.
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.
Relationship Intelligence
Here’s how your professional services firm can achieve quality data without lifting a finger to data input.
Relationship Intelligence
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.
Our CEO, Brian Coventry, has been announced as speaker at the Association for Accounting Marketing (AMM) Summit (24-26 May 2021).
Relationship Intelligence
A year on from the start of lockdown in the UK and this year’s PWC 24th Annual Global CEO Survey has been launched.
Relationship Intelligence
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.
Relationship Intelligence
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?
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.
Relationship Intelligence
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.
Relationship Intelligence
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’.
