Operational excellence Optimum tech stack Growth amplified
Jigsaw Tree is an experienced team of results-focused consultancy and outsourcing experts, working with financial advice firms to transform operational efficiency and adviser tech performance
From Reactive to Resilient: How Outsourcing Income Reconciliation Gave a Financial Planning Firm its Time Back
Projects and Consultancy: From Migration to Full Overhaul, where the real impact happens
The problems Jigsaw Tree solve
Growing firms hit the same operational ceiling
- Income reconciliation consuming too many hours
- Legacy technology that promises efficiency but delivers complexity
- Key person dependencies creating business risk
- Admin workload preventing focus on clients and work/life balance
- Data quality issues undermining decision-making
- Operational processes lengthy and time consuming
- Use of AI limited, fragmented or non-existent - where to start?
Introducing our services
How can we help?
Calling all financial advice firms!
Your clients deserve your full attention. Not your back office.
Financial advice firms
Jigsaw Tree delivers operational excellence for over 350 financial advice firms.
Working hours saved
Jigsaw Tree combines decades of expertise, optimised use of technology, and streamlined process so save 100s of hours in your working week.
Proven delivery
Free your team from the admin burden and unlock sustainable growth. We have 14 years’ proven delivery and are CRM agnostic.
Advice firms need a partner who understands both the technology AND the advice business.
Introducing Eddie
Income Reconciliation that saves you time, resources and money.
Manual income reconciliation is one of the biggest drains on financial advice firms; consuming hundreds of hours, creating key person dependencies and introducing costly errors that undermine your MI.
Eddie changes that. Jigsaw Tree’s AI-powered income reconciliation service automates up to 75% of the process, combining Microsoft Azure AI with expert human oversight to deliver faster, more accurate reconciliation without the key person risk.
Jigsaw Tree is trusted by over 300 financial advice firms. This solution is delivered in partnership with a Virtual Operations; who bring over a decade of intelligent automation expertise delivering millions in measurable value for global organisations including a Global Fortune 250 Asset Management Company and leading US healthcare providers. Now focused on your income reconciliation.
What stood out about Jigsaw Tree was their mix of industry experience and practical know-how. They quickly understood our challenges, mapped the processes with precision, and produced ROI evidence that speaks for itself. Their work has given us the confidence and credibility to position Advisory AI as a must-have solution.
People-Centric, Tech-Enabled
We believe technology should serve people, not the other way around.
Our approach combines:
- Deep financial services expertise - We speak your language
- Technology mastery - CRM agnostic, platform certified
- Proven methodology - 14 years of battle-tested delivery
- Global reach, personal touch - Agile virtual model, human connection
- Long-term partnership - We're here for the journey, not just the project
Ready to transform your operations?
- Start with a free 30-minute discovery call
- We'll explore your challenges, identify quick wins, and map out what operational excellence looks like for your firm
- No sales pitch. Just expertise.
