When was the last time you reviewed your practice management setup, mapped out your business processes, or assessed whether your technology stack truly meets your firm’s needs?
Many financial advice firms operate under legacy workflows and outdated system configurations, leading to inefficiencies, compliance risks, and unnecessary manual work. At Jigsaw Tree, we help firms like yours rethink, refine, and re-engineer their operations to ensure they’re efficient, scalable, and aligned with business goals.
3 Key Services to Transform Your Business
Practice Management System (PMS) Configuration – Unlock the Full Potential
Your PMS is the backbone of your business, but are you really using it to its full potential?
Many firms find themselves stuck in inefficient workflows because they haven't explored the full functionality of their PMS, or they struggle with configurations that do not fit their business model. Whether you use intelliflo office (io), CURO, or Plannr, we can help you:
✔ Optimise workflows to ensure smoother operations and reduce unnecessary steps
✔ Automate tasks such as income reconciliation, document generation, and client communications
✔ Improve data accuracy to enhance compliance and reporting reliability
✔ Customise configurations so the system works for your specific needs not the other way around
✔ Train your team to ensure full adoption and ongoing best practice use
If your PMS is more of a headache than a help, we’ll turn it into a powerful tool that saves you time, enhances client experience, and makes your business more efficient.
Process Mapping - Identify Bottlenecks & Improve Efficiency
Do you know exactly how your business processes work and more importantly, where they’re holding you back?
Process mapping is about visualising your workflows so you can clearly identify inefficiencies, inconsistencies, and opportunities for improvement. It’s an essential step for any firm looking to:
✔ Standardise processes to ensure consistency across teams
✔ Reduce manual effort in high-touch areas like data entry, income reconciliation, and reporting
✔ Improve compliance and reduce risk by ensuring processes align with regulatory requirements
✔ Streamline client servicing from onboarding to ongoing engagement
✔ Pinpoint automation opportunities and technology integrations to reduce admin time
Did you know? The biggest inefficiencies in financial advice firms often occur in:
Data reconciliation – matching payments, fees, and client records
Onboarding & compliance processes – ensuring all client data is correctly captured and documented.
Reporting & income allocation – reconciling financial transactions accurately and efficiently.
By mapping out your current workflows, we help you identify exactly where time and effort are being wasted and then design a more streamlined, effective “To Be” process that eliminates these pain points.
A clearer, more efficient process leads to happier clients, reduced admin workload, and a business that runs smoothly at scale.
Technology Selection – Find the Right Solution for Your Business
If your current systems are not delivering, is it time to explore alternative solutions?
Selecting the right PMS, client portal, or fintech solution can be overwhelming. The wrong choice could mean expensive implementations, poor adoption, and even more inefficiencies. That is where our RFP (Request for Proposal) process comes in.
Through a structured, impartial review, we help firms:
✔ Assess their operational needs and business goals before committing to a system
✔ Evaluate existing technology to determine whether optimisation or replacement is the best course
✔ Compare market-leading solutions and ensure they align with your long-term strategy
✔ Manage vendor selection and negotiations, ensuring you get the best value
✔ Support implementation and change management, ensuring smooth adoption
We take an independent and objective approach, ensuring you choose the right system for your firm’s unique needs not just what’s popular in the market.
A well-chosen tech stack doesn’t just help your business run better - it future-proofs your operations, enhances client experience, and positions you for long-term success.
Let’s Build a More Efficient, Scalable Business Together
Whether you need to optimise your PMS, redesign your business processes, or find the right technology solution, Jigsaw Tree is here to help. For other services offered by Jigsaw Tree please view our brochure or check out our website where the right service can be found. Want to explore how we can improve efficiency and drive real change in your business?
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