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.
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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).
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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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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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To mark the launch of the new Client Sense Business Development module, we caught up with our COO Phil Lowe and Steve Tyndall, CEO of Client Sense, to discuss how the software can enhance your new business opportunities and client retention capabilities.
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In our latest interview in our Client Sense video series, we discuss the role Client Sense plays in managing succession within a professional services firm as well as any changes with clients or the firm itself.
Relationship Intelligence
In the June issue of LPM magazine, our CEO Brian Coventry talks about how taking a data-driven approach to identifying client relationships will provide the visibility needed to leverage a new strategic capability.
Relationship Intelligence
In our latest interview in our Client Sense six-part video series, we discuss the role Client Sense plays in enhancing referral relationships and opportunity management.
