In the next episode of <a href='https://www.moneyinfo.com/podcasts'>AdviserTech Unplugged</a>, moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree.
Chris discusses the do's and don'ts of changing CRM providers and the important factors to consider when doing so.

In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree. Chris discusses the do's and don'ts of changing CRM providers and the important factors to consider when doing so.

In the next episode of&nbsp;<a href="https://www.moneyinfo.com/podcasts" rel="noopener noreferrer">AdviserTech Unplugged</a>, moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree.
Chris discusses the do's and don'ts of changing CRM providers and the important factors to consider when doing so.&nbsp;

Ep4: The do‘s and don‘ts of changing CRM providers with Chris Baigent-Reed

The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers. 

The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space.

If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .

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The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers. The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .

The monthly podcast brought to you by moneyinfo, the client portal &amp; mobile app supplier for financial advisers and wealth managers.&nbsp;

The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space.

If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .

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Ep4: The do‘s and don‘ts of changing CRM providers with Chris Baigent-Reed

Ep4: The do‘s and don‘ts of changing CRM providers with Chris Baigent-Reed