Improving your business isn’t easy, it might be a process that requires an adviser who can give you confidence that the decisions you are making are the right ones. This in itself is a bit like the financial advisory and planning process, as you need a human relationship with somebody who can give you reassurance that you are navigating the right route through a winding forest.
Chris Baigent-Reed discusses the ins and outs of the consultation process she offers to financial firms looking to adopt technology and better their business processes using tech. Chris also gives some insight into what is holding firms back when it comes to getting advisers excited for launch when releasing new tech.
Chris Baigent-Reed is the Founder and Managing Director of Jigsaw Tree. With experience in the Financial Services industry, she moved into the world of Fintech and founded Jigsaw Tree in 2012 to help firms with their technology selection, implementation, configuration training and outsourcing services.
Tune in to this episode of The AdviserTech Show to hear moneyinfo’s Managing Director Tessa Lee speak to Chris Baigent-Reed 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.
From Pensions to Pixels | Dan McMahon from Hyman Robertson | S3 E5
Regulation Innovation | Henry Cobb on Navigating Change | S3 E4
What’s keeping financial advisers awake at night? | Matt Jeffery from Alpha FMC | S3 E3
Ruth Handcock on Transforming the Advice Industry | Octopus Money | S3 E2
A Journey in Finance | Insights from the Verve Group | S3 E1
Who’s afraid of the big, bad technology adoption? | How Advisers have used technology over time | S2 E6
How to navigate through a moving landscape | Essential technology for Financial Advisers and Wealth Managers | S2 E5
Connecting in the most positive way | Advice firms controlling their platform experience | S2 E3
65 is the loneliest number | How to be a financial adviser that won’t get left behind | S2 E2
The gale of creative destruction | What Adviser Technology is lacking | S2 E1
Ep 23: The Consumer Duty All-Stars
Ep 22: Turning around business quicker feat. Wendy Fisher, Progeny
Ep 21: The road to B-Corp feat. Anthony Villis, First Wealth
Ep 20: The importance of empathy as an adviser feat. Giselle Clayton, Financial Planner
Ep 19: Onboarding clients from the get-go feat. Anna Wren, Administration Manager at Motus
Ep 18: Saving 100 business days per year - feat. Dominika Sieradzka-MacCuirc, Founder of RIE Solutions
Ep 17: The BIG Opportunity for Innovators feat. Dr Emma Black from Cascade Cash Management
Ep 16: Talking Tech with Tim Walton, Aviva’s Platform and Fintech Integration Manager
Ep 15: Supporting the Trailblazers with Lewis Hamm from O-IM
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