Meet Transact’s UK-wide Business Development Managers and Adviser Support Managers, delivering dedicated onboarding, training and expert support to help advisory firms grow and optimise their business.
Business Development Managers
Our Business Development Managers (BDMs) will work with you on a consultative basis, giving you expert guidance on how to make the most of our platform. From initial onboarding to identifying growth opportunities, they’ll help ensure your business is future ready.
Adviser Support Managers
Our Adviser Support Managers (ASMs) will give you guidance on how to use the platform and to maximise the efficiency of your business. From integrating your business processes with Transact or guidance on our API capability, they’ll support you in optimising your business for success.
BDM/ASM lookup
All of the team provide face-to-face support across the UK, with each member of the team supporting advisers in their local region.
Find out which of ASM and BDM oversees your area by typing the first two letters of your postcode in the box below.
Tom Ibbotson BDM
South West & South Wales
Chrissie Kilgallon ASM
Scotland & Northern Ireland
