Systems integration

Pitching – Focus on the client’s needs (Let the client do the talking)
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Pitching – Focus on the client’s needs (Let the client do the talking)

Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Psychology, Relationship Management, Selling

Pitching – Focus on the client’s needs (Let the client do the talking)

Delegates (fee-earners, marketing/business development professionals and bid specialists) from legal, accounting and insurance firms joined us for MBL’s workshop on “Pitch Perfect - How to Prepare and Present Winning Pitches and Tenders”. Future sessions are listed here: Kim Tasso – MBL Seminars, Whilst we talked extensively about the internal processes Read More

Kim Tasso2025-05-12T10:19:48+01:00May 12, 2025|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Psychology, Relationship Management, Selling|

System review – Intapp integrates technology and information across the client life cycle
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System review – Intapp integrates technology and information across the client life cycle

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management

System review – Intapp integrates technology and information across the client life cycle

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 Read More

Kim Tasso2018-05-30T10:22:11+01:00May 30, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|