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Get more from intelliflo office
Are you getting everything you should from intelliflo office? If the honest answer is “probably not” then we can help.
Jigsaw Tree is running a series of free, expert-led webinars designed specifically for financial advice firms who want to get more from intellilfo office. Each 30-minute session is hosted by an experienced member of our team, with practical, no-nonsense guidance from people who work with this platform every day. Top tips and pitfalls to avoid will all be covered.
Join us for one of our free webinars
io Tenant Configuration - If your io tenant hasn't been reviewed for a while, you could be missing simple configuration updates that streamline processes, improve the user experience and help your firm work more consistently. Join us on 11th September.
Discover how small changes to your io tenant configuration can have a significant impact on the day-to-day experience of your users. This session explores often-overlooked configuration settings that can improve consistency, security, efficiency and usability across your firm.
Let us solve:
- Inconsistent fee recording across users and teams.
- Poor client bank organisation, particularly in multi-office firms.
- Security settings that are incorrect or no longer aligned with your firm’s requirements.
- Manual document signing processes instead of using electronic signatures.
- Missed opportunities to improve efficiency through simple tenant configuration changes.
Agenda:
- Groups
- Security settings
- Branding/tenant colouring
- Electronic signatures
Webinar info
- Hosted by Naya Hemens-Westaway
- Date: Friday 11th September 2026
- Time: 10am - 10.30am
io Leads & Campaigns - Do you know exactly where your best leads come from? Your existing CRM is capable of providing far more insight into lead generation and referral sources than many firms realise. Join us on 2nd October.
Learn how to make the most of io to effectively manage leads, referrals and client sources. This session will show you how to capture, track and report on lead activity, giving you greater visibility into where new business is coming from and helping you make more informed marketing and business development decisions.
Let us solve:
- Limited visibility of leads and referral sources.
- Difficulty tracking where new business is coming from.
- Inconsistent recording of lead and referral information.
- Lack of meaningful reporting to measure marketing and business development activity.
- Missed opportunities to identify and nurture your most valuable referral channels.
Agenda:
- Leads
- Lead Statuses
- Campaign types & Sources
- Reporting on both
Webinar info
- Hosted by Naya Hemens-Westaway
- Date: Friday 2nd October 2026
- Time: 10am - 10.30am
The Personal Finance Portal - Do you want improved communication, clear sight on assets and document sharing in an encrypted, safe environment with your clients? PFP is the answer
intellifo’s PFP allows for ease of capturing information, secure messaging and evidencing communication between you and your client and allows your staff to clearly see that information
PFP allows for clients to gain oversight on their assets, invested and not, share family wealth and see all their documents in once place.
Let us solve:
- Improving your relationship with your clients
- Securing communications with your clients
- What can PFP do for you and your clients
Agenda:
- What is PFP?
- What does the client login side look like.
- What pre-made templated messages for ease of communication can we provide?
Webinar info
- Hosted by Naya Hemens-Westaway
- Date: Friday 24th July
- Time: 10am - 10.30am
The Advice Journey in io - How can you get an oversight of all your Advice cases with a consistent and compliant processes and full MI on new and existing business?
The Advice Journey allows for quicker processing of new and existing business recommendations allowing the creation of a centralised Advice case. All relevant staff can then see full details of what has been done, by who and when. Full use of the Advice journey allows for New Business reporting to be completed with ease.
Let us solve:
- How to correctly record Advice cases
- How to view details within the Advice case
- Ensuring a consistent and compliant process for new and existing business reporting
Agenda:
- Discussion around what the Advice Journey includes
- Advice journey Dashboard overview
Webinar info
- Hosted by Naya Hemens-Westaway
- Date: Monday 29th June
- Time: 10am - 10.30am
io Workflows and Tasks - How effective use of tasks can ease your day-to-day workload without additional stress.
Workflows and tasks are regularly misused in io and cause more inconvenience than benefits. This session will show you how to effectively use tasks to ease workloads rather than add to them.
Let us solve:
- Inconsistency in processes
- Clear management information
Agenda:
- Discussion on task types
- How to use recurring tasks
- How to create checklists.
- Run through of an example workflow including branching workflow
Webinar info
- Hosted by Naya Hemens-Westaway
- Date: Friday 5th June 2026
- Time: 10am - 10.30am
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Look out for other topics coming later in the year:
- Leads and Campaigns
- Doc Designer
- Fees and Income
- Funds and Model Portfolios
- Tags and Segments
- Client Splits
