Services
Operational excellence
AI-powered income reconciliation: Eddie
Remove the manual burden of income reconciliation with Eddie, Jigsaw Tree’s intelligent automation service built for financial advice firms. Eddie combines Microsoft Azure AI with specialist human oversight to automate up to 75% of your reconciliation process from bank statement collection and data cleansing through to uploading data on your practice management solution, EDI activation and provider statement matching.
When there are missing provider statements, Eddie will email over the details of what is needed and when. When exceptions arise, Eddie alerts a Jigsaw Tree specialist, ensuring every anomaly receives expert attention. The result is a faster, more accurate, fully auditable service without key person dependency.
Business impact
- Save a significant number of hours annually on income reconciliation
- Eliminate single points of failure across your reconciliation process
- Scale confidently without increasing headcount
Income reconciliation outsourcing
Remove the administrative burden of income reconciliation completely. Our end-to-end service handles everything from bank statement processing to management reporting, with your data staying secure within your own systems. Using our secure portal for statement uploads, we manage exceptions and deliver comprehensive management reporting that can back-date to the beginning of last tax year or beyond.
Business impact
- Save on average 10-15 hours per month, with increased accuracy
- Remove single points of failure in your business
- Scalable solution with flexible options
- Over 1,000 month-ends closed annually
Business process mapping
Achieve ‘one best way’ of working across your entire firm. Using advanced process mapping technology, we review and improve existing processes to eliminate inefficiencies and establish consistency. Our visual process mapping creates comparison of current versus improved processes, identifies operational benefits before implementation, and brings teams together for agreed single working models that scale with your growth.
Business impact
- Over 2,000 processes mapped with measurable efficiency gains
- Culture of accountability and transparency
- Teams aligned on best practice with scalable foundation
Revenue Management is the life-blood of a financial services business. At Greystone we process approximately 180,000 revenue transactions per year. The considerable expertise and experience of Jigsaw Tree together with their passion for business process improvement has enabled us to achieve significant benefits within a short timescale.
