The three-day process that actually takes seven: Why your advisory firm is bleeding capacity
By Chris Baigent-Reed, Founder, Jigsaw Tree How long does your client onboarding take? The answer can vary. My team often […]
Personalisation in financial services: redefining the client experience
October 24, 2025 | By Chris Baigent-Reed, Founder, Jigsaw Tree Personalisation isn’t a nice-to-have anymore. It’s how clients choose their
Outsourced services: maximising efficiency and refocusing internal resources
July 25, 2025 | By Angela Richardson, Outsourced Income Reconciliation Lead Efficiency isn’t just about having the right systems; it’s
Unlocking growth through smarter digital engagement
June 23, 2025 | By Gemma Lowndes, Operations Director Digital engagement isn’t about being present online; it’s about being meaningfully
Cyber security: pitfalls versus best practice
April 3, 2025 | By Gemma Lowndes, Operations Director Financial advisory firms are gold mines of sensitive client data, making
Optimising processes and embracing automation: the key to technological enablement
February 18, 2025 | By Gemma Lowndes, Operations Director In today’s fast-moving business landscape, efficiency is more than competitive advantage,
The crucial role of data management in financial services
January 28, 2025 | By Chris Baigent-Reed, Founder In today’s data-driven world, effective data management isn’t optional, it’s a cornerstone
Optimising your technology tools for a smarter 2025
January 8, 2025 | By Gemma Lowndes, Operations Director As we step into a new year, it’s the perfect time
