Jigsaw Tree is a fintech specialist consultancy and outsourcing firm that works in collaboration with financial services firms to support and improve their operations. It delivers a suite of services provided by the best professionals which add value and support the business requirements of the companies it partners with. A key part of their service involves reviewing the technology and processes clients have at their disposal and recommending solutions to solve any problems they may be experiencing.
In particular, they have identified a need for marketing automation integrations – to bridge the Marketing Automation Gap – to support advisers in fulfilling their regulatory obligations and communicating more effectively with clients and prospects to increase acquisition and retention.
As part of their review of your processes and tech, Jigsaw Tree can help you take advantage of automation, trigger key marketing workflows and embed documents, all by using Content Streams.
Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession.
Designed to be beautifully intuitive with all the functionality you need to run a modern advice business and plenty of unique features to drive efficiencies.
Plannr’s unique integration with Content Streams enables advisers to securely share content with clients using content in multiple formats, including video.
Woven Advice helps financial advisers and wealth managers segment and service their clients through their integrated data management and reporting platform.
Content Streams enables advisers to share content with clients on a one-to-one, one-to-few and one-to-many basis. The better the data the better the outcome. If your data needs addressing, Woven Advice can help.
Most financial advisory firm owners are running a high-paying job, not a business asset. Paul Miles at Silverback consultancy helps them change that, whether they’re planning to sell in two years or 20.
Paul spent 20 years building and running his own IFA firm. He knows what it feels like when a business only works because the owner is in it every day and what it takes to change that.
As Founder & Principal of Silverback Consultancy, Paul works alongside leadership teams to restructure how their firms operate, using a practical, six-part operating framework covering direction, people, process, and execution – so decisions don’t all run through the owner and performance doesn’t depend on who’s in the room that day.
The result: firms that run with or without the founder, and that command a premium when the time comes to sell. Paul has facilitated over £200m in M&A value to date.
His approach is practical and direct – no theory, no jargon, just what works in UK advisory and wealth management businesses.
If your business stalls when you take a two-week holiday, that’s worth fixing before it costs you at sale, or before it costs you your holidays.
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