Are you confident your CRM is giving your business everything it has to offer? For many firms, CRMs like intelligent office (io), Xplan, CURO, and others hold a wealth of untapped potential. While these systems can seem complex, with the right guidance, they can become powerful tools to enhance client relationships, streamline operations, and boost productivity. At Jigsaw Tree, we help financial advisory firms unlock the full potential of their CRM systems, so they work harder for your business, your clients, and your team.
Why Businesses Don’t Get the Most Out of Their CRM
Here are some common obstacles and how Jigsaw Tree can help you tackle them:
Awareness Gap
Many firms miss out on useful features simply because they aren’t aware of them. We help you uncover and understand these tools, revealing ways to save time, improve client engagement, and automate tasks.
Complexity of Configuration
CRMs like io have extensive customisation options to meet your unique needs, but these setups can be complex. Our team of experts can guide you through the process, using our knowledge of financial services to ensure your configuration is efficient and effective.
Time Constraints
Busy schedules mean you’re focused on the essentials and may not have the time to explore additional features. Our team can conduct a streamlined assessment, making quick recommendations and adjustments to ensure you’re maximising functionality without disrupting operations.
Lost Confidence in Your System
If your current CRM isn’t keeping up, it may be time for a system review or upgrade. We offer objective evaluations, support with the selection process, and end-to-end assistance to ensure smooth transitions.
Special Focus on io
As a leader in the financial services industry, io offers an incredible range of features but it can also feel overwhelming. With over two decades of development, io has evolved into a highly capable and flexible tool. However, its depth of functionality often requires expert guidance to achieve a truly optimised setup.
Jigsaw Tree has extensive experience with io. We were the first adviser support business to become a fully accredited io training and support partner. Our specialists keep up with all the latest releases and configurations and have hands-on experience using io across diverse advisory environments.
Our specially crafted io configuration packages, ‘Acer’ and ‘Elm’, are designed to cover the most frequently needed services, with each tailored to the specific needs of your business:
‘Acer’ Package
Ideal for firms with up to 10 io users, this package includes client segmentation, fee model setup, compliance functionality, workflow automation, document production, and more. We ensure your fee model aligns with your service agreements and provide staff training on all new features.
‘Elm’ Package
For larger firms with 11-50 io users, the Elm package builds on the Acer package, with additional functionality and full project management to oversee the integration from start to finish.
Whether you’re looking for setup support, workflow design, or new staff training, our team has you covered. If you're interested in more details, simply view our ‘Acer’ & ‘Elm’ Configuration Package flyer.
Beyond the Basics: Business Process Re-engineering (BPR)
While having the right technology in place is essential, maximising your workflows and processes is equally crucial. Regularly reviewing and refining your business processes helps ensure your entire system operates as effectively and efficiently as possible, empowering your team to deliver the best possible client experience.
Our BPR service guides your firm through an in-depth process review, starting with:
Defining the “As-Is” State
We work with you to map your existing processes, identifying gaps, inefficiencies, and variations. Many firms find that different teams approach the same tasks in slightly different ways, so by mapping the current process in detail, we can pinpoint where refinements are needed.
In-Depth Analysis and Optimisation
Using insights gained from the As-Is phase, we collaboratively identify ways to improve each step. This can include automating routine tasks, streamlining workflows, or adding value for clients. We aim to reduce costs and improve service without compromising quality or compliance.
Building the “To-Be” Model and Implementing Change
Finally, we design a future-ready process model, mapping the best workflows and documenting new policies where needed. We also consider change management strategies to help staff embrace the new processes, ensuring a seamless transition and encouraging full adoption across teams.
With a highly skilled team and years of hands-on experience, Jigsaw Tree can help you go from “getting by” with your CRM to truly getting the most from it. If you’d like to discuss how we could work together to enhance your CRM usage, streamline your business processes, or explore new technology solutions, we’re here to help.
Let’s get started on maximising your CRM’s value!
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