News
Symphony announces new leadership to drive ambitious growth plans
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.
Read more
Client Sense featured in AIT magazine
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.
Read more
Symphony proud sponsors of AIT UK annual conference
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.
Read more
Getting real value from your CRM with Client Sense
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.
Read more
Solving data quality management complexities
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.
Read more
Relationship Intelligence
Quality data with no effort
Here’s how your professional services firm can achieve quality data without lifting a finger to data input.
Read more
Relationship Intelligence
Enhance the use of practice management and CRM platforms
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.
Read more
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
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
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
Relationship Intelligence
How to nurture key client relationships
We recently shared our insights into how data can help an accounting firm win work and retain clients in the latest issue of PortrAIT, the publication of the AIT - the membership organisation for UK IT professionals working within accountancy.
Read more
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
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
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