Services
Specialist solutions
AI technology selection
Business impact
- Future-proof technology strategy integrated with existing systems
- Clear ROI visibility for AI investments
- Competitive advantage through early, strategic adoption
BOSS framework (Business Operating Support System)
Business impact
- Culture of accountability and transparency across teams
- Strategic alignment with sustainable growth framework
- Comprehensive tools for effective management
Consumer Duty package
Business impact
- Compliance confidence with clear audit trail for regulators
- Enhanced client engagement and retention
- Streamlined review processes saving time and improving consistency
MoneyInfo accreditation services
Enhance your digital engagement strategy with accredited implementation services for the MoneyInfo platform, using proven methodology and expertise. We deliver training on best practice for client engagement, proven rollout methodology, optimised workflows and message templates, smooth transition to digital model, and single point of contact throughout your project with success measures driven by your business requirements.
Business impact
- Enhanced client engagement and retention with modernised experience
- Competitive differentiation through digital capability
- Measurable engagement metrics tracking client interactions
Content Streams collaboration
Business impact
- Streamlined marketing workflows
- Improved client acquisition and retention
- Data-driven marketing decisions through performance analytics
Through strategic process mapping, Intelliflo Office optimisation, and structured accountability frameworks using BOSS, Jigsaw Tree transformed our ambitious growth vision into measurable reality with operational scorecards and the signature 'LightSide way' of operating."
As we continue to refine and implement the BOSS framework in our Level 10 meetings, we’ re already seeing significant progress in how we address challenges and enhance accountability. While some elements, like the scorecard that drives our business forward and improves visibility, are still being finetuned, we're fully embracing the agenda and the core principle of effectively tackling issues together.
As Financial Advisers using the Intelliflo software, we have been working with Jigsaw for nearly 6 years now in respect of Commission/Fees being recorded on Intelliflo. In all these years we have never ever had any issues and actually work very well as a team between the two companies. I would thoroughly recommend them.
