News and Case Studies

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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.

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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.

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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.

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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.

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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.

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Quality data with no effort

Here’s how your professional services firm can achieve quality data without lifting a finger to data input.

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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.

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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).

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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.

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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.

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Virtual Summit: Wellbeing for professional services firms

It’s been great to be part of the Accounting Virtual Summit. For our panel discussion, which focussed on how mid-tier accounting firms are being impacted and reacting to COVID-19, we had over 4,000 registered for our talk. Part of our discussion focussed on health and wellbeing.

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How Client Sense can help Professional Services firms during COVID-19

In the first of our series of Client Sense videos, we chat with our COO Phil Lowe and Steve Tyndall, CEO of Client Sense, to gain insight into the relationship intelligence software platform and its importance to professional service firms in the current COVID-19 crisis.

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TimeCapcha mobile app latest version now available

Version 1.3.0 of TimeCapcha, our popular time recording mobile app for leading professional services firms, is now available.

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Virtual Summit

Brian Coventry announced as speaker at Virtual Summit

Our CEO, Brian Coventry, has been announced as one of the speakers at the Virtual Summit. This exclusive 2-day event for accountants and financial professionals in both practice and industry, is jam-packed with over 40 expert-led sessions covering people, process, technology and strategy. The session will take place on 13 May 2020 at 10am and is dedicated to how COVID-19 is impacting mid to large tier accounting firms.

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