We have 2 Consulting Directors, Chris and Mark, both of whom have been in the business of helping adviser firms with the selection, implementation and adoption of technology for many years.
We have worked in adviser firms, CRM businesses and both the retail and institutional platform markets. In addition to our Consultants we have an Income Revenue Specialist, Zoe, who manages our successful outsource service for commission and adviser fee reconciliation.
We are enthusiastic and passionate about the impact effective technology can have on a modern advice proposition and are happy working with firms to develop the right strategy for their business. However, unlike other support firms we believe our partnership with clients should go beyond strategy and we therefore work with you to plan and execute change ensuring you realise the benefits you expect.
We firmly believe that the keys to effective business improvement are:
Founder & Director
A dedicated, passionate and highly professional individual with over twenty years experience in financial services and leading teams to increase performance and managing change programs.
Proficient in a number of areas including; Training, Business Transformation Consultancy, Account Management, Sales, Marketing, Support and Customer Service Management positions within the financial services technology sector. Founder and business owner of Jigsaw Tree Limited working with technology companies, platforms, networks and IFA firms delivering value added services.
Working with advice businesses looking to optimise their business and operating models with a focus on maximising investment in supporting technologies from back office to platform. Also supporting service providers in developing their propositions and increasing adoption of innovative solutions in the market.
Passionate about helping firms to achieve simple yet powerful objectives; revenue growth, cost reduction, professional safety and client satisfaction.
Operations & Marketing Manager
As a dedicated and passionate marketer with over twenty years experience in Financial Services, Sharon delivers a marketing focus for Jigsaw Tree. Proficient in digital marketing, social media, content marketing and event management Sharon brings a wealth of experience to both Jigsaw Tree and our clients through our marketing outsourcing offering to help with client proposition and service.
Manager – Income Reconciliation Specialist
A subject matter expert in the world of income processing, Zoe spent many years being the “go to” support technician for IRESS, formerly Avelo, for all things to do with revenue management. With an eye for detail and impressive processing skills she is able to deliver an excellent level of service to our outsource clients ensuring all the recording, reconciling and reporting of business revenues is under control.
Reconciliation and Template Designer Specialist
Jo has been working in Financial Services for 26 years and is a certified Financial Planner. With previous experience as Administration Manager running teams of administrators and paraplanners Jo is a highly professional member of the Jigsaw Tree team. Jo brings with her, experience with IRESS and Intelliflo and is an expert in Income Reconciliation and iO Document Designer.
Gemma has worked in financial services for over 12 years, starting as administration support to a number of advisers before progressing to a paraplanner for the last six years. In addition to this experience Gemma is a certified financial planner who has significant experience in working with both Adviser Office and Intelligent Office. Gemma’s main role for Jigsaw Tree will be as Virtual Administrator, helping our clients spend more time with their clients and less time on day to day administration tasks. Gemma has previously worked for Clark Roxburgh who were acquired by Jelf and through her roles there gained a practical level of experience and expertise.