Why Relationships are the Cornerstone of Your Data Strategy
Last year escalated digital transformation within professional services firms. However, firms cannot become complacent and must remember what is at the core of the technology implemented that will drive growth. Understanding the relationships held within your firm’s...
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...
How to Manage Key Staff Changes and Protect Revenue
In this article, Symphony APS looks at the best ways to protect revenue in a professional services firm, through: Software Client retention Transition Relationship intelligence View the article below: