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The AdviserTech Show

The AdviserTech Show

Technology

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

2021-09-10
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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. 

view more

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