Alan Peck

Background

About Alan Peck

Having spent over 25 years’ providing specialist innovation solutions to UK businesses, I have devoted the past 18 years to helping senior management and partners of accounting firms realise the value of automated communications, information and data management strategies and intelligent sales & marketing. I work with progressive accounting firms that are looking to excel their firm's growth, build stronger relationships with clients, develop professional networks and adopt a smarter working practice. Our sophisticated Client Relationship Management (CRM)- FibreCRM - works through deep integration to IRIS software, CCH Central and other practice software to make accountants' lives easier. Our powerful BI tools gives accountants unprecedented access to knowledge and greater insights into all professional business contacts, as well as their own business processes. FibreCRM - Client Onboarding & Relationship Management Solution • Practice #Integration - Connecting disjointed data • Practice #Systemisation - Connecting disjointed processes • Practice #Compliance - Supporting & managing KYC Processes & AML checks • Practice #Engagement - Client Prospect & Referrer management • Practice #Intelligence - Surfacing & reporting LIVE analytical data profiling client/business information Access previously untapped client information locked away in business software suites and multiple data silos to create a centralised accessible secure cloud hosted CRM. Connect with me to learn more!