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Planning & Business Change for Financial Advice Firms
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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.
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TECHNOLOGY SELECTION
& DUE DILIGENCE
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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.