January 8, 2025 | By Gemma Lowndes, Operations Director
As we step into a new year, it’s the perfect time to ensure your business technology is working smarter, not harder. The tools you rely on daily aren’t just conveniences, they’re the backbone of your operations. With rapidly changing regulations, growing client expectations, and constant technological advancements, taking a focused look at your tech stack now can set your firm up for a thriving 2025.
Whether you’re looking to overhaul your approach or fine-tune your existing setup, here’s how we can help you get the most from your technology.
Database assessment: the first step to unlocking potential
Our Database Assessment is more than health check; it’s a springboard for transformation. By evaluating your practice management configuration, data quality, and usage, we uncover insights helping your team work smarter. This process often leads to tailored configuration across your system and then training ensuring your team is fully equipped and can streamline operations.
Discovery days: a deep dive into your business
If you’re looking to uncover opportunities for growth and efficiency, our Discovery Day workshops are designed to do just that. These sessions bring together your leadership team’s insights and experiences to assess your operations from every angle. We align leadership perspectives with day-to-day user feedback, creating comprehensive roadmaps for impactful changes.
From these workshops, we identify strategic technology roadmaps with clearly defined next steps like better configuration, process mapping, portal implementation, training or outsourced income reconciliation or administrative tasks, all contributing to greater efficiency and focus for your business.
Map out your technology future
The world of technology is evolving fast, with trends like AI, new technology and automation transforming the financial advice landscape. We’ll help you evaluate your firm’s readiness for these changes and ensure you’re well-positioned to leverage them effectively, whether that involves new tools, skill-building, or strategic partnerships.
Transform operations with process mapping
Sometimes, it’s not the tools but the processes behind them that need a refresh. Through process mapping, we pinpoint inefficiencies, eliminate redundancies, and design workflows that make day-to-day operations smoother and more effective.
Empower your team through configuration and training
Using and embedding your practice management solution can help power your advice practice. We ensure configuration supports better use with streamlined best practice refined over many years and aligned to changes in regulation and functionality.
Even the most advanced tools can fall short without proper training. Over time, gaps in knowledge emerge, especially as new team members join or features evolve. Targeted training helps your team get the most out of your tools, unlocking productivity and enhancing collaboration.
Ongoing support model
Jigsaw Tree provides ongoing support services allowing firms to call upon us during the course of a month with any “how to” questions or training needs required to continue supporting your development in the use of technology. This service became our most popular during 2024 where firms benefit from our expertise.
Outsourcing income reconciliation and administration
Our extensive experience in financial services and relevant technologies has seen increased demand for these services too. Our experienced team can help your business flex its capacity or remove reliance on single points of failure by supporting functions or service delivery.
Why start now?
The start of a new year is the perfect time to hit reset. A strategic approach to your tech stack ensures that your tools, team, data, and processes are aligned for the challenges and opportunities ahead.
