Case studies
Making a difference
Chris and the team at Jigsaw Tree have been great at helping us make better use of Intelliflo Office (iO) to create greater efficiencies. This includes the utilisation, integration and automation of our processes and workflows and processing our income reconciliation. They provide professional and friendly support and are always available to help when needed.
Ian Campbell – AAB Wealth
Case study
Kymin Financial Planners have been using Jigsaw Tree for over a decade. They have supported us on a number of projects including data migration from Adviser Office to Intelliflo, Business Process mapping and streamlining our workflows. For the last 6 years they have provided us with efficient Income Reconciliation through Intelliflo, we find it much easier to leave it to the experts, giving us peace of mind that it is being done correctly and in a timely manner. Chris and the team are always professional, on-hand when you need them and I would highly recommend them to any future clients.
Robin Hall – Kymin FS
Case study
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.
Clare Maddison – Acumen
Case study
Two years ago we undertook a movement in back office system from IRESS Adviser Office into Intelliflo, which for a business of our size, was a huge undertaking and changing almost every process we had. Jigsaw Tree was invaluable in this transition, providing simple, easy to understand guidance in how best to use Intelliflo day to day within the business, rather than generic guidance being provided to us by IO. The launch and internal adoption of the new system wouldn't have been successful without Jigsaw Tree.
Ben Woodwood – Cullen Financial
Case study
Case studies
Foundation and discovery
AMS Wealth Management
Unlocking untapped potential
When AMS Wealth Management realised they were barely scratching the surface of their Intelliflo Office investment, they turned to Jigsaw Tree for a complete transformation. What started as a simple configuration project evolved into a comprehensive partnership that revolutionised their operation; from implementing our tailored Acer package and delivering expert training, to providing ongoing outsourced administration and income reconciliation services. The result: a firm with crystal-clear pipeline visibility, streamlined processes, and the operational capacity to focus on delivering exceptional client service.
Frenkel Topping
From CRM chaos to best practice
Frenkel Topping, specialists in clinical negligence and personal injury financial advice, had spent 18 months struggling with an over-complicated Intelliflo Office setup that was slowing down their complex client processes rather than streamlining them. Through Jigsaw Tree’s collaborative workshop approach, process mapping expertise, and comprehensive data cleansing, they transformed workflows into best-practice efficiency. Outsourcing income reconciliation freed their team to focus entirely on the specialised client care that sets them apart in their niche market.
Case studies
Operational excellence
Pareto Financial Planning
From "here's how I do it" to 'here's how we do it better"
Pareto Financial Planning, one of the UK's leading independent financial advice firms with nearly 80 people and over £1 billion under influence, partnered with Jigsaw Tree to bring their internal operations in line with their growth ambitions. Rather than a top-down technology project, Jigsaw Tree embedded with around 30 Pareto team members across all levels, mapping processes and optimising their Intelligent Office system to identify inefficiencies the business hadn't previously recognised. The engagement reduced one key process from 55 steps to 4, fully automated their valuation process, and laid the clean data foundations needed to successfully roll out a client portal. But the most significant outcome was cultural; moving the business from a collection of individual approaches to a single, consistent, scalable way of working. For Managing Director Paul Stones, the goal was never cost-cutting; it was building the kind of solid infrastructure that lets an ambitious, people-first firm grow with confidence.
To read more of the case study click here.
Hymans Robertson
Complete operational transformation
When Hymans Robertson realised their Intelliflo Office investment was delivering a fraction of its potential value, they partnered with Jigsaw Tree to unlock what they’d been missing. Through comprehensive process mapping, strategic system configuration, and targeted training, we transformed their underutilised platform into a powerhouse of operational efficiency. The transformation was so successful that they expanded our partnership to include outsourced income reconciliation, cementing their operational resilience with embedded workflows ensuring no reviews are missed, complete data transparency, and repeatable processes that accommodate every eventuality.
Income reconciliation outsourcing
O'Sullivan Financial Planning
Defining 'the OFP way'
When O’Sullivan Financial Planning’s Conor O’Sullivan realised that his growing team couldn’t scale using “the way things worked when it was just me,” he partnered with Jigsaw Tree to architect something revolutionary: “The OFP Way.” Through collaborative process mapping and expert Plannr configuration, we transformed individual expertise into systematic workflows that freed Conor from being the operational bottleneck. The result: a unified team operating with automated consistency, where growth strengthens the system instead of straining the founder.
LightSide Financial Planning
Implementing BOSS for operational excellence
LightSide Financial Planning’s Sean and Vicki wanted genuine operational excellence, so they partnered with Jigsaw Tree to implement BOSS—our comprehensive Business Operational Support System built on proven EOS principles. Through strategic process mapping, Intelliflo Office optimisation, and structured accountability frameworks, we transformed their ambitious growth vision into measurable reality. From accountability charts and operational scorecards to streamlined workflows and the signature “LightSide way” of operating, we didn’t just improve their processes—we architected their operational foundation for sustainable scaling.
Fiveways Financial Planning
Nearly a decade of partnership
When FiveWays Financial Planning needed reliable income reconciliation after becoming directly authorised in 2014, they discovered that hiring in-house wasn’t just expensive—it was unnecessary. By partnering with Jigsaw Tree’s outsourced income reconciliation service, they transformed a complex, time-consuming process into a simple upload solution. For nearly a decade, we’ve delivered accuracy they trust, cost savings that matter, and the confidence that comes from knowing their financial data is managed by true experts.
Income reconciliation outsourcing
Haven IFA
Eliminating key person risk
When Haven IFA’s growth meant their Director was spending increasing time on income reconciliation instead of client outcomes, they made a strategic decision that transformed their business model. Outsourcing this critical but time-consuming function to Jigsaw Tree eliminated key person risk, reduced operational costs, and returned leadership focus to what matters most—delivering exceptional client service. The transition to their business-as-usual team within just three months delivered immediate cost savings while ensuring this critical function runs seamlessly without internal resource strain.
Income reconciliation outsourcing
Kymin Financial Services
Emergency business continuity
By partnering with Jigsaw Tree’s outsourced income reconciliation service, Kymin not only maintained their five-day month-end close during staff absence but discovered such efficiency gains that they continued the partnership permanently, freeing their returning team member to focus on client-facing work that drives growth.
Income reconciliation outsourcing
LIFT Financial Services
Holiday peace of mind
For most financial advice firms, holiday cover means overtime stress, work pile-ups, and key staff who can never truly switch off. LIFT Financial found a better way. Rather than burdening internal teams with unfamiliar income reconciliation work during holidays, they partnered with Jigsaw Tree’s flexible outsourcing service—creating a seamless handover system that maintains their exacting standards whether their Finance Manager is in the office or away. After two years of this partnership, their Finance Manager can finally enjoy genuine downtime, knowing her critical work continues flawlessly in expert hands.
Income reconciliation outsourcing
Prydis Wealth
From informal to systematic efficiency
Prydis Wealth transformed from informal working practices to a systematically efficient business by strategically mapping their processes to focus on ‘what good looked like’ rather than ‘what they had always done.’ Jigsaw Tree systematically mapped existing workflows, redesigned them to best practice standards, and provided detailed analysis of time and cost implications per process and role, creating a comprehensive business efficiency framework that was successfully rolled out across all teams. The result: a scalable foundation for growth with full staff process manuals that deliver consistency, auditability, and accountability while easily identifying ongoing cost-saving opportunities through optimised workflows.
Income reconciliation outsourcing
Wise Investment Group
From organic growth to strategic operations
After years of organic growth, Wise Investment Group faced a critical challenge: teams working in silos with inconsistent processes that were ‘learnt from colleagues’ rather than strategically designed. By partnering with Jigsaw Tree’s process mapping specialists, they eliminated operational confusion and created a visual, accountable system where every team member understands their role and how it connects to the bigger picture. The result: clear visibility of workflows, understood interdependencies, and easy onboarding for new team members—a scalable foundation that supports continued growth while maintaining the personal service standards that built their reputation since 1992.
Greystone Financial Services
From informal to systematic efficiency
Prydis Wealth transformed from informal working practices to a systematically efficient business by strategically mapping their processes to focus on ‘what good looked like’ rather than ‘what they had always done.’ Jigsaw Tree systematically mapped existing workflows, redesigned them to best practice standards, and provided detailed analysis of time and cost implications per process and role, creating a comprehensive business efficiency framework that was successfully rolled out across all teams. The result: a scalable foundation for growth with full staff process manuals that deliver consistency, auditability, and accountability while easily identifying ongoing cost-saving opportunities through optimised workflows.
Income reconciliation outsourcing
Brunsdon Financial
From reactive to resilient: How outsourcing income reconciliation gave a financial planning firm its time back.
The challenge: A critical skill gap, and no time to fill it.
When a long-serving member of the operations team at Brunsdon Financial handed in her notice, it left a very specific gap. Brunsdon advised nearly 800 households with around £265m of assets under advice and income reconciliation was a key part of her role.
Julie Treherne, Operations Manager at Brunsdon, knew the problem wasn’t just about finding a replacement. It was about finding someone who already understood the role and that’s not something you can easily write into a job advert.
“It’s a certain set of skills. Trying to explain it to somebody who’s never done it before is quite hard. Nobody really knows what it is unless they’ve done it.”
The firm had already been outsourcing paraplanning, so the concept of using an external specialist wasn’t new. What they needed was the right partner; someone who already knew the financial services world and could hit the ground running.
To read more of the case study click here.
Income reconciliation outsourcing
Case studies
Tech transformation
Keeley & Co
Strategic PMS selection for long-term success
When Keeley & Co faced the critical decision of replacing their 20+ year Practice Management System as part of their succession and operational resilience planning, they knew this choice would define their firm’s future. Rather than risk an expensive mistake with limited internal capacity, they partnered with Jigsaw Tree to orchestrate a rigorous, independent RFP process that would identify the perfect technology partner. Through structured discovery workshops, objective supplier evaluation, and expert negotiation support, we delivered something invaluable: complete confidence in a decision that will support their people and clients for decades to come.
Chase Financial Management
Scaling efficiently through outsourcing
When Chase Financial Management’s Andy Wilkinson recognised that relying on a single person for critical back-office functions was far from ideal, he turned to Jigsaw Tree for a transformative solution. What began as an Intelliflo Office optimisation project evolved into comprehensive outsourcing of income reconciliation and administration, eliminating key person dependency and freeing his team to focus purely on client outcomes. The result was immediate: scalable growth without the stress, professional back-office management, and the confidence that comes from knowing your operations are bulletproof.
Alan Steel Asset Management
From fairs to Intelliflo office
When Chase Financial Management’s Andy Wilkinson recognised that relying on a single person for critical back-office functions was far from ideal, he turned to Jigsaw Tree for a transformative solution. What began as an Intelliflo Office optimisation project evolved into comprehensive outsourcing of income reconciliation and administration, eliminating key person dependency and freeing his team to focus purely on client outcomes. The result was immediate: scalable growth without the stress, professional back-office management, and the confidence that comes from knowing your operations are bulletproof.
Executive Advisory Services
30+ years of expertise, upgraded
When a financial advice firm has been serving clients since 1992, they understand that success comes from getting the fundamentals right from day one. Executive Advisory Services knew their forced migration from Adviser Office to Intelliflo Office—after years of established processes—could either enhance their three decades of expertise or derail it entirely. By partnering with Jigsaw Tree’s proven technology transition methodology, EAS didn’t just change systems; they upgraded their entire operational foundation whilst preserving the client service excellence that built their reputation. Through collaborative project management, expert configuration workshops, and comprehensive training support, they achieved immediate productivity from Go Live, with technology that amplifies rather than interrupts their established client care philosophy.
Chantler Kent
Forced migration under deadline pressure
Imagine using the same CRM system for 15 years, then receiving notice that it’s being discontinued with a March 2023 deadline. For Chantler Kent, IRESS’s withdrawal of Adviser Office could have been a business-threatening crisis. Instead, by partnering with Jigsaw Tree’s comprehensive transition expertise, they transformed this challenge into a strategic upgrade. Through meticulous project management, specialist configuration across every function (compliance, income, workflows, valuations), and hands-on floor walking support at Go Live, Chantler Kent not only met their deadline but emerged with best-practice Intelliflo Office implementation from day one.
Caton Fry Financial Services
Rescuing a failed CRM migration
Caton Fry Financial Services changed their CRM solution from Quay Software to Intelliflo Office in 2018—but the transition proved challenging and the business didn’t achieve what it had hoped for. Through Jigsaw Tree’s systematic approach to technology adoption—proper Intelliflo configuration, workflow implementation, staff training, and comprehensive outsourced administration and paraplanning—Caton Fry transformed their failed migration into a client-serving powerhouse complete with live portal valuations and secure information sharing. The result: more time to focus on what matters most—clients.
HSP Financial Planning
30-year legacy system migration
After nearly 30 years with their existing CRM system, HSP Financial Planning recognised that their transition to Intelliflo Office was too critical to leave to chance. With decades of legacy data and established workflows at stake, they needed more than basic implementation—they needed specialists who understood both their incumbent system and their destination technology. Through expert project management, data cleansing, commercial negotiation, and hands-on floor walking support, they achieved a seamless technology upgrade with minimal business disruption and maximum team confidence.
The Fry Group
Strategic technology review and tender process
After six years of underperforming CRM technology, The Fry Group transformed their business operations through a strategic technology review with Jigsaw Tree. Our team delivered expert-guided analysis with structured vendor evaluation and system benchmarking. The Fry Group were guided through the tender process and found a solution that not only significantly outperformed their legacy system but also delivered a robust business case with clear ROI, accelerating opportunities for future growth.
Case studies
Specialist solutions
Albert Goodman
Comprehensive on-site training
When Albert Goodman needed to unlock the full potential of Intelliflo Office across their entire team, they chose Jigsaw Tree to deliver comprehensive, tailored on-site training. Over five intensive days, we transformed their staff from basic users to confident experts, covering everything from Document Designer workflows to the new Advice Journey functionality. Our flexible approach and deep Intelliflo knowledge impressed delegates at every level, from administrators to advisers, creating the internal expertise they needed to optimise their system independently.
Mazars Financial Planning
Automated report production
Mazars Financial Planning transformed their advice process efficiency with Document Designer templates that seamlessly integrate with their existing CRM system, automating report production. What started as a technical challenge with formatting issues became a game-changing solution that pre-fills report sections using existing CRM data, dramatically reducing production time whilst improving accuracy and consistency in client-facing materials. The implementation was so successful it achieved full business adoption and immediate productivity gains, prompting Mazars to commission additional automation projects.
