Unifying Data, Stronger Insights, Being Responsive
We are engaged by firms who need to have immediate access to the wide range of data held in relation to a client and for this information to be in a single space rather than have their teams hunting through multiple systems. This allows firms to quickly recall the status and detail of every job and document, schedule tasks and activities across your teams, and identify further growth opportunities – all from one place.
They also need an understanding of the overall value of a client and services that they may be missing out on. Private wealth advice may exist alongside Corporate Tax or Audit services.
They suffer from multiple departments contacting clients through separate channels creating a sense of the right hand not knowing what the left hand is doing.
Tax, Accounting, Audit
Digita, CCH
Document Management
iManage, Virtual Cabinet, Box
Outlook & Office
Emails, Meetings, Tasks
Other Data Sources
Companies House, Pardot, Salesforce.com, SymphonyCRM
Practice Portal
The perceived quality of a product or service weighs heavily on client satisfaction. It’s the difference between what is expected and what is delivered.
The Problem
- Multiple databases that are not integrated creating data silos.
- Lack of a single view of the client and related data.
- Cannot determine the overall value of a client.
- Reliance on internal IT resources to create bespoke integration and automation routines.
The Solution
- A platform that allows for a centralised view across multiple systems and databases. That works with popular applications such as practice management, document management, CRM, Companies House, Outlook and marketing automation.
- That also provides real time centralised view of a client data in a single interface. Providing users centralised access to all of the relevant information in one place – saving time and improving efficiency.
- Creating insights into windows of opportunity and value trends based on client service profiles.
- A system where integration and process automation solutions remove the reliance on DIY methods.
Symphony solutions to solve this
SymphonyCRM
Powered by SugarCRM our solution covers more than just business development and marketing. An incredibly powerful catalyst for change it has the capacity to absorb outdated functionality in legacy systems and the creation of a modern ‘joined-up platform that eliminates data silos.
Client Sense
Client Sense automatically joins the dots for you, providing you with the visibility you need to manage, protect and grow the relationships that drive revenue.
Practice Portal
Practice Portal provides key client data from multiple systems at the click of a button, allowing you to quickly recall the status and detail of every job and document, schedule tasks and activities across your teams, and identify further growth opportunities – all from one screen.
Get in touch today
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…