Planning & Business Change for Financial Advice Firms

At Jigsaw Tree, a consultancy and outsourcing firm for IFA practices, we help build a technology model to ensure financial advice firms achieve their business goals. By using the best process mapping technology, we put the client at the centre of the exercise and understand your best operating model.

This focuses on the lifecycle of your services, ensuring you are perfectly positioned to deliver the best possible experience. Our business change services include technology selection and implementation support including best practice processes. Find out more below, or you may also be interested in our outsourced services and technology services.

Planning & Business Change for Financial Advice Firms

This service will help to drill into what is really necessary and important to your organisation so that any selected technology provider can deliver against your needs. We deliver a clear audit trail with every step fully documented for a comprehensive due diligent process

TECHNOLOGY SELECTION

& DUE DILIGENCE

Selecting the right technology is just the start, using our experienced consultants we support the delivery of the implementation so that the technology is configured so that its aligned to your operating model. We provide the right resource with a clear focus on the key milestone to ensure the project is kept on track.

TECHNOLOGY

IMPLEMENTATION SUPPORT

& PROJECT MANAGEMENT

BUSINESS PROCESS

MAPPING

We use the best process mapping tool available to give absolute clarity on your processes, their costs along with any risks or issues and work to improve these to achieve a ‘one best way’ of operating for the financial advice firm.