Diane Sim

Diane Sim

Freelance consultant

Diane Sim is a freelance consultant specialising in research-based projects in financial and professional services. For Charity Finance magazine she has authored the recent annual surveys on banking, fund management, charity shops and the finance function and is currently working on the annual audit survey.

Sim formerly headed up the retail banking and wealth management division of VRL Knowledgebank, where she was responsible for the company's newsletters, websites, management reports and conferences in those segments. She has also edited newsletters in the financial services sector including European Banker, Cards International and Retail Banker International.

She has also worked as a consultant on research-based strategy projects for UK and international financial services clients, both at Davis International Banking Consultants (1994-2001) and Coopers and Lybrand (1989-1994).

Is this profile up-to-date? If not, please let us know at whoswho@civilsociety.co.uk

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Charity CRM Software Survey 2014: Trends and ratings in CRM market

It all sounds so easy but actively engaging with charity stakeholders in a multi-channel world is an increasingly challenging task, finds Diane Sim.

Made to measure - the Charity CRM Software Survey 2013

With a wide range of off-the-peg and tailored CRM software solutions available, fundraisers are spoilt for choice and more charities than ever are happy with their decision, finds Diane Sim.

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Take your pick: CRM survey 2012

With competition heating up in the CRM market, charities are nearly spoilt for choice. Diane Sim presents the findings of the fifth annual Charity CRM Software Survey.

Under pressure: Charity 250 Index October 2011

Income from grants and fees continues to prop up other income streams in the Charity 250 Index. Diane Sim wonders how long this can be sustained.

All shapes and sizes: The Charity CRM Software Survey 2011

From customer satisfaction levels to the increased demand for integration with other systems, Diane Sim presents the findings of the fourth annual Charity CRM Software Survey at a time when the market is thriving.

Top trends from the Charity Shops Survey 2010

The world looks like a happy place for charity shops, as the Charity Finance Charity Shops Survey 2010 shows income up, profits rising and optimism for growth. Celina Ribeiro and Diane Sim take a look at the top trends.

Grants and fees help prop the sector: Charity 250 Index July 2010

Income from grants and fees continues to prop up poor performance from most other income streams, reports Diane Sim.

Swings and roundabouts: Charity 100 Index June 2010

Quarter two results highlight the importance of income from grants and fees as voluntary income continues to slide, reports Diane Sim.

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A different kind of charity shop for TransmissionUK

11 Apr 2014

When TransmissionUK decided to launch a shop to boost its income, it ditched the traditional second-hand...

Developing a fundraising strategy at the Children's Society

11 Apr 2014

The Children’s Society is embarking on an ambitious growth plan for fundraising. Simon Burne explains.

The world is changing, and so must legacy fundraising communication

9 Apr 2014

The changing nature of families, increasing pressures on finances and the ageing population are making...

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