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
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.
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.
Relationship Intelligence
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.
Relationship Intelligence
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?
