Kim TassoSystem review – Intapp integrates technology and information across the client life cycle
Posted on: May 30, 2018
As part of my ongoing review of technology systems supporting professional service firms (PSFs), I went along recently to speak to Mark Bilson of Intapp. Intapp is an interesting cloud-based platform as Intapp integrates technology and information across the client life cycle at a firm – once understood the potential impact of the platform is […]
Accountancy marketing case study – Grant Thornton and Lexis® Interaction® aligning partner KPIs with business objectives
Posted on: October 3, 2014At the recent PM Forum conference, I picked up an accountancy marketing case study from technology suppliers there about the use of marketing technology by accountancy firm Grant Thornton. The Senior Executive – CRM, Marketing and Business Development talks about the use of the CRM solution amongst the 200 partners across 25 offices at the […]
Legal marketing case studies – Farrer & Co Lexis® Interaction® and Berwin Leighton Paisner Siteimprove web governance suite
Posted on: October 3, 2014At the recent PM Forum conference, I picked up some legal marketing case studies from technology suppliers there about the use of marketing technology by law firms. Farrer & Co CRM Farrer & Co (220 fee-earners including 78 partners) has used CRM solution Lexis® Interaction® since 2005. As part of a larger Microsoft upgrade initiative, […]