Incorporating new technology for Advisers
Chris Baigent-Reed was recently a guest on The AdviserTech Show where she spoke to moneyinfo’s Managing Director Tessa Lee about how tech has changed over the years and progressed to provide more efficiencies for firms with reporting, communication processes, and bringing clients more into the planning process.
She discussed the ins and outs of the consultation process that Jigsaw Tree offers to financial firms looking to adopt technology and better their business processes using tech. Chris also gave some insight into what is holding firms back when it comes to upscaling their business.
To watch the video please click here.