The importance of risk assessment in onboarding
Being able to accurately assess risks when onboarding new clients is an essential part of
FibreCRM vs OpenAI
ChatGPT vs FibreCRM – a 60 second challenge Who will win? Here’s the command… “Pick
Protecting client data during onboarding
Many businesses collect sensitive data from their clients during the onboarding process, such as passport
Why do you need a sales proposal?
A sales proposal is a paper or digital document, designed to promote your products or services
Accountants – Can you do more in 2023?
While we may all have personal goals that we want to achieve this year, it
Share your CCH Central data in the cloud
Many accounting firms use CCH Central for their compliance work but struggle to take advantage
Time For a Change?
It’s the big things that make the big differences, we are led to believe. And
The Importance of Opportunity Development
There are many layers to client onboarding and peeling back those layers is crucial to
Data Disaster – Why aren’t accountants unlocking the full potential of client data?
Accountancy firms across the UK and around the world possess incredible sources of data about
Is your accounting practice future ready?
We are constantly being told to prepare for the future, both in our personal and work lives.
Accountants! Are you wasting time with inefficient onboarding?
Time is a precious resource. In fact, it is one of those things that there
Know Your Client and Anti-Money Laundering compliance – Where are firms going wrong?
The requirements of Know Your Client (KYC) and Anti-Money Laundering (AML) have never been greater
October Webinar – Free up time with iChaser
Join our CEO Simon Leek on the 27th October 2022 at 12pm to learn how
Accountants – Have you got a grip on your data?
Data is a valuable resource. The information held about you online by websites, brands and
New Client VS Existing Clients – How to Open Up New Opportunities Through Innovation
Winning new work, with a new client can be a really exciting opportunity for an
Can Accounting Technology Reduce the Demand for Recruitment?
When we speak with accountants, one of the many pain points that they are experiencing
Accounting innovation specialists FibreCRM appoint new Head of Operations
We are delighted to announce that John Leach has joined us as Head of Operations
How Accountancy Firms Can Perfect The Client Onboarding Experience
Without the right systems and processes in place, client onboarding can be challenging and time
iChaser for IRIS Practice Management – AUTOMATICALLY MANAGES 1,000’s of CLIENT REMINDERS… SO YOU DON’T HAVE TO!
iCHASER from FibreCRM is set to revolutionise practice management for hundreds of firms by helping
Accountants – How Well Do You Use Technology to Onboard New Clients?
Client onboarding is an essential part of establishing an effective relationship with your client and
FibreCRM set for growth thanks to new investment
FibreCRM a leading provider of client onboarding and relationship management for the accounting industry, based
The Need for Integrated CRM: Part 8 – Visibility for Management
Integrated CRM encourages collaboration by bringing people from different departments and offices together. It also
The Need for Integrated CRM: Part 7 – Seamless Financial Function
A firm’s finance team may want to know details on clients and forecasted new business
The Need for Integrated CRM: Part 6 – Enhancing Proactive Operations
It is accepted that it is six to seven times more expensive to win a
The Need for Integrated CRM: Part 5 – Smoother Onboarding of Clients
CRM is the natural place for onboarding clients because it is the one place that
The Need for Integrated CRM: Part 4 – Improved Business Development
Integrated CRM supports business development activities so that more revenue is achieved. Two common drivers
The Need for Integrated CRM: Part 3 – More Proactive Marketing
With Integrated CRM, email marketing applications can be connected directly to the core database, without
The Need for Integrated CRM: Part 2 – Boosting Personal Productivity
By integrating offline systems (accounts production, tax compliance and practice management software) into an online
The Need for Integrated CRM: Part 1 – Connect Teams with One View of the Truth
CRM software without integrations to other lines of business applications is just another data silo,
Client Onboarding: First Impressions Count!
Is your client onboarding experience slow and inconsistent? First impressions count! You don’t get a
Digitally Transform Wolters Kluwer CCH Data
FibreCRM digitally transforms Wolters Kluwer CCH data by making the seemingly impossible, possible. Ask an
By No Means Take Client Satisfaction Surveys For Granted!
Many progressive professional accounting and CPA firms are seeing huge value from introducing NPS (Net
Connect any App to CRM
At FibreCRM, we’re data agnostic. We love working with an ever-increasing array of diverse apps.
STAR Practice Management and FibreCRM Integration: The Game Changing Strategy for CPA Firms
Rob Brown host of The Accounting Influencers Podcast recently chatted to Ian P Thompson of STAR Practice Management,
FibreCRM Opens its First Office in the USA
FibreCRM Opens its First Office in the USA 2020 saw the expansion of FibreCRM into the US Market
Generate 60k in 60 days through Email Marketing
I thought I’d share with everyone an educational video we give to customers. It shows
Streamline Client Onboarding in an Accountancy Firm
At FibreCRM we’re passionate about streamlining the client take-on process. There is a lot to
South West Tech 50 Award!!
Looks like FibreCRM is up for another award! This time we’ve been nominated for the
ROI – Return on Investment from CRM
An example Return on Investment from an accountancy-specific CRM solution.
Whitepaper
The Integrated Practice
The one overlooked problem holding progressive accounting firms back and what to do about it.
