News and Case Studies

Cloud Capcha Email Header V2 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

Portrait September issue Blog image

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

Ait logo

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

Price Bailey Case Study Blog image

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

Client Sense Contact List resized

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

2 generic 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

Close up Laptop keyboard 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

AAM summit image

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

PWC 24 CEO survey laptop 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

Legal IT landscapes blog image 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

Staff changes businessman

How relationship intelligence improves client retention

Your clients are all on another firm's prospects list. So, when a partner or key employee moves there too, you need to be sure that your firm is stepping up to manage the client relationships that could be affected. But, with the challenge of remote working and lack of time, how can you gain the necessary management information to protect revenue in a timely and effective manner?

Read more

Digital 100 blue keyboard

How Microsoft can supercharge your accounting firm

There is no doubt Microsoft has the potential to revolutionise the way a modern-day accountancy firm operates which will lead to improved efficiency, profitability, and transparency. ​ Our next webinar as part of the Digital 100 Alliance, in conjunction with the Digital Accountancy Show, will explore this potential and what the future work hub looks like for accountants. ​

Read more

Keyboard digital Relationship Intelligence

Collaborate for digital success

Research by PwC found that 84 percent of digital leaders “mandate collaboration and cross-functional work”. To do so, the business leaders who have embraced digital “provide the tools and leadership to make it happen”. This pre-covid-19 research offers insight for firms in search of a similar, successful path.

Read more

Staff changes analysis ipad Relationship Intelligence

How to manage key staff changes and protect revenue

Ensuring that clients and referrers do not slip through the net and through your competition’s door is key to protecting revenue in a professional services firm. We have often talked about gaining visibility of communication to help you manage your key clients through staff transition. But how can this vital visibility be achieved, without impacting on employee’s time and your firm’s bottom line?

Read more