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 […]
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From paperwork to peoplework
This white paper is a practical roadmap to tripling the value of your firm, built on real evidence rather than
Regulatory readiness: strengthening trust in financial services
December 3, 2025 | By Gemma Lowndes, Operations Director Regulation has always shaped the world of financial advice, but its
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
Beyond efficiency: strategic technology decisions that shape business value
September 22, 2025 | By Charly Morris, Trainer and Project Manager Technology in financial services is developing quickly, creating both
Harnessing outputs and management information in the age of tech enablement
August 26 2025 | By Gemma Lowndes, Operations Director In today’s fast-paced digital environment, the ability to generate, interpret, and
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,
