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.
