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Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

List of Symphony Client Sense Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Bentleys Professional Services 700 $155M Australia Symphony APS Symphony Client Sense Marketing Analytics 2023 n/a In 2023 Bentleys implemented Symphony Client Sense to provide Marketing Analytics capabilities for marketing, business development and relationship management across its Australian firm. Symphony Client Sense was deployed to surface concise, real-time relationship and contact insights and to improve partner-level visibility, aligning the application name Symphony Client Sense with the Marketing Analytics category and the firm’s marketing and BD functions. The implementation focused on delivering modules for contact enrichment, relationship analytics and list segmentation, enabling marketing lists, event invites and mailing lists to be created with partner-level context. Bentleys reports that Symphony Client Sense supported cross-selling opportunity identification and that benefits were realised within days of installation in Australia, with operational use concentrated in marketing, business development and relationship management teams across the firm.
Pitcher Partners Professional Services 1535 $5.6B Australia Symphony APS Symphony Client Sense Marketing Analytics 2023 n/a In 2023 Pitcher Partners implemented Symphony Client Sense to provide firmwide relationship analytics and client engagement visibility. Symphony Client Sense is used as a Marketing Analytics application to support business development and cross-selling across the firm’s Australian practices. Deployment emphasized automated relationship mapping and real-time engagement monitoring integrated into existing marketing and CRM processes. Implemented functional capabilities include relationship mapping, engagement scoring and BD insight generation, configured to surface client engagement signals and identify opportunities for cross-selling to partners and account teams. Symphony Client Sense was integrated alongside Pitcher Partners' CRM to augment contact and activity records and to synthesize relationship strength and engagement timelines with CRM data. Operational coverage included marketing, CRM and business development teams across Australian practices, with analytics dashboards and feeds informing outreach prioritization and client relationship management. Governance focused on embedding Client Sense outputs into business development workflows and marketing processes, standardizing relationship metrics and reports for practice teams. Vendor materials and a testimonial from Pitcher Partners highlight real-time visibility of relationship strength and client engagement as the primary outcome supporting BD and cross-selling efforts.
Price Bailey LLP Banking and Financial Services 300 $30M United Kingdom Symphony APS Symphony Client Sense Marketing Analytics 2024 Symphony In 2024 Price Bailey LLP implemented Symphony Client Sense, a Marketing Analytics application, to automatically harvest contact and relationship data from Microsoft Exchange and Microsoft 365. The deployment focused on continuous enrichment and cleansing of the firm CRM to improve marketing list accuracy and to increase cross-sell visibility across the firm in the United Kingdom. Symphony Client Sense was positioned to support the firm's marketing and CRM business functions. Implementation emphasized automated data capture from email stores and relationship mapping, with capabilities for contact enrichment, duplicate resolution, and ongoing data hygiene. Symphony Client Sense was configured to generate marketing lists and relationship graphs that feed downstream CRM workflows and campaign segmentation. These functional capabilities align with standard Marketing Analytics workflows for contact intelligence and audience activation. The solution integrated explicitly with Microsoft Exchange and Microsoft 365 as data sources and was integrated by Symphony APS into Price Bailey's client lifecycle platform to operationalize ingestion and synchronization with the firm's CRM. Operational coverage extended across marketing teams and client-facing advisory groups, enabling centralized visibility of client contacts and relationship links across the UK practice. Integration into the client lifecycle platform provided an architectural path for continuous sync and automated enrichment. Governance focused on embedding automated cleansing and enrichment into existing CRM processes rather than manual list work, enabling ongoing data stewardship within the client lifecycle platform. According to the Symphony case study Symphony Client Sense delivered rapid value for Price Bailey, identifying thousands of contacts to improve marketing and CRM processes. The implementation demonstrates a pragmatic Marketing Analytics use case that centralized relationship data capture and automated hygiene to support marketing and cross-sell efforts.
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