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.

Subscriber-only content

Accounting software survey 2011: Cloud's silver lining

With software-as-a-service beginning to gain a foothold, the package providers are upping their game, reports Diane Sim. 

Getting better connected: the Charity CRM Survey 2010

Some 66 per cent of charities would recommend their supplier to other charities, up from 63 per cent last year, according to Civil Society IT’s third annual Charity CRM Software Survey. For the third year running, Raiser’s Edge from Blackbaud is the most popular specialist package, used by 16 per cent of all charities surveyed.

Cloud on the horizon: the Charity Accounting Software Survey 2010

The percentage of charities which would recommend their accounting software supplier to another charity is at an all-time high of 78 per cent, in this year's Charity Accounting Software Survey. Yet for small charities, those with turnover of less than £1m, the rate is just 56 per cent. Diane Sim reports.

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How auditors work

31 Oct 2014

Kate Sayer explains what auditors will look for before signing off a charity's accounts.

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Bankers lose their appetite

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Our guest Chairman advises making sure a charity is complying with on how to handle vulnerable beneficiaries.