The tech will change everything. But what about Tuesday afternoons?
The Financial Advice Summit 2026 – by Chris Baigent-Reed Every advice firm is being told the right technology will change […]
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Getting income reconciliation right : why 7IM chose to outsource
After acquiring Amicus Wealth, 7IM turned to Jigsaw Tree to take on income reconciliation and statement collection. Three years on,
What happens after you win the acquisition?
Case in Point – What happens after you win the acquisition? By Kath Harvey, Proposition and Commercial Director, Jigsaw Tree
Is your data costing you a fortune before you’ve even thought about selling?
The advisory firms preparing to exit in the next five years are not all starting from the same place. But
How Pareto Financial Planning invested in infrastructure to match their ambition
Award-winning Manchester-based Pareto Financial Planning is one of the UK’s leading independent financial advice firms. Founded on the principle that
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
Projects and Consultancy: From Migration to Full Overhaul, where the real impact happens
If you’ve ever worked with Naya Hemens-Westaway, you’ll know two things pretty quickly: she won’t let you fail, and she’ll
Outsourced Income Reconciliation; 240 reasons for better work/life balance
Who Is The Person Who Makes Sure Your Money Actually Arrives? It’s month-end. You know income payments have landed somewhere. Provider statements are
The Inflatable 5k and Birmingham Half Marathon for Acorns Children’s Hospice
We are incredibly proud to support our Operations Director Gemma Lowndes and our Trainer and Project Manager Charly Morris as
The Top Five Warnings Your CRM Needs A Health Check
When was the last time you properly looked at how your CRM is performing? Or have you resigned yourself to
