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Chris believes the best technology doesn't just improve business; it transforms the way people work.As Senior Solutions Strategist at Captegra, Chris partners with financial advice businesses to solve operational challenges through smarter use of technology, data and process design. His focus isn't simply on implementing systems; it's on helping businesses work smarter, remove unnecessary complexity and create more time for what matters most, their clients.With more than 25 years of experience working in and alongside the financial advice profession, Chris has developed a deep understanding of the operational challenges that limit growth. From disconnected systems and manual processes to workflow bottlenecks and fragmented data, he helps businesses uncover practical opportunities to improve the way they operate.
Advice Technology Strategy
Workflow automation
Business Process Optimisation
Knowledge Architecture
Chris specialises in:
Chris has a habit of asking one simple question:
He believes technology should adapt to the business you're building, not force your business to adapt to the technology. By understanding the people, the processes and the goals first, Chris helps advice businesses implement solutions that deliver lasting operational improvements rather than short-term fixes.
Whether it's simplifying disconnected systems, improving workflow efficiency or retiring the spreadsheet that's quietly become "mission critical," Chris enjoys untangling complexity and replacing it with practical, scalable solutions.
In Chris' experience, the most successful advice businesses don't only invest in great people; they also invest in the processes and technology that allow those people to perform at their best.He's motivated most by seeing the impact of meaningful change within a clients business. Whether it's removing hours of administration, improving visibility across a business or solving a frustration that's existed for years, he enjoys helping advice businesses reclaim time, build confidence and create stronger foundations for growth.Looking ahead, Chris is excited by the opportunities AI, automation and connected technologies will create across the advice profession. He believes their greatest value isn't replacing people, it's giving advisers and their teams more capacity to build stronger client relationships, deliver better advice and operate with greater confidence.
