Getting your advisers excited for launch | How to release new tech to your staff and clients | S2 E4

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.