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Get more from intelliflo office
Are you getting everything you should from intelliflo office? If the honest answer is “probably not” then we can help.
Jigsaw Tree is running a series of free, expert-led webinars designed specifically for financial advice firms who want to get more from intellilfo office. Each 30-minute session is hosted by an experienced member of our team, with practical, no-nonsense guidance from people who work with this platform every day. Top tips and pitfalls to avoid will all be covered.
Join us for one of our free webinars
io Tenant Configuration - If your io tenant hasn't been reviewed for a while, you could be missing simple configuration updates that streamline processes, improve the user experience and help your firm work more consistently. Join us on the 11th September.
Discover how small changes to your io tenant configuration can have a significant impact on the day-to-day experience of your users. This session explores often-overlooked configuration settings that can improve consistency, security, efficiency and usability across your firm.
Let us solve:
- Inconsistent fee recording across users and teams.
- Poor client bank organisation, particularly in multi-office firms.
- Security settings that are incorrect or no longer aligned with your firm’s requirements.
- Manual document signing processes instead of using electronic signatures.
- Missed opportunities to improve efficiency through simple tenant configuration changes.
Agenda:
- Groups
- Security settings
- Branding/tenant colouring
- Electronic signatures
Webinar info
- Hosted by Naya Hemens-Westaway
- Date: Friday 11th September 2026
- Time: 10am - 10.30am
io Leads & Campaigns - Do you know exactly where your best leads come from? Your existing CRM is capable of providing far more insight into lead generation and referral sources than many firms realise. Join us on the 2nd October.
Learn how to make the most of io to effectively manage leads, referrals and client sources. This session will show you how to capture, track and report on lead activity, giving you greater visibility into where new business is coming from and helping you make more informed marketing and business development decisions.
Let us solve:
- Limited visibility of leads and referral sources.
- Difficulty tracking where new business is coming from.
- Inconsistent recording of lead and referral information.
- Lack of meaningful reporting to measure marketing and business development activity.
- Missed opportunities to identify and nurture your most valuable referral channels.
Agenda:
- Leads
- Lead Statuses
- Campaign types & Sources
- Reporting on both
Webinar info
- Hosted by Naya Hemens-Westaway
- Date: Friday 2nd October 2026
- Time: 10am - 10.30am
io Annual Review Process - Are your annual reviews still being managed through tasks, spreadsheets or individual workarounds? Discover how the new Reviews area can bring your entire review process into one place, improve visibility for advisers and administrators, and automate key steps that are often missed. Join us on the 6th November
Learn how to manage financial advice client annual reviews more effectively using the new Reviews area in io. This session will cover everything from locating and filtering reviews through to starting and completing the Advice Journey, automating next year’s review creation, booking meetings through PFP and reporting on upcoming and outstanding reviews. We will also highlight how workflows and recommendations can help create a more consistent and scalable review process across your firm.
Let us solve:
- Difficulty finding and managing client reviews.
- Limited visibility of upcoming, overdue or completed reviews.
- Inconsistent review processes across teams or offices.
- Manual creation of next year’s review tasks.
- Reliance on task-based processes that are hard to track.
- Lack of clear reporting on review status and workload.
- Inefficient meeting booking and client communication.
- Security and permission concerns around review access.
- Missed opportunities to use workflows and recommendations to drive consistency and efficiency
Agenda:
- Why the new Annual Review area has been introduced and what does it replace.
- Where to find the new Annual review area
- What it is designed to do
- How it supports firms store, manage and track reviews in one central place
- What end users can expect to see
- Review dates based on month as opposed to a date
- Review frequencies
- When does a review become overdue
- Joint reviews Annual Review creation and pre-configuration
- How to create a new review
- How to bulk upload reviews
Webinar info
- Hosted by Charly Morris
- Date: Friday 6th November 2026
- Time: 10am - 10.30am
io Income reconciliation and Eddie - What if month-end no longer meant chasing statements, checking spreadsheets and relying on a handful of key people? Discover how firms are using Eddie to simplify income reconciliation, strengthen control and scale operations without increasing headcount. Join us on the 4th December
In this session, we explore the business benefits of AI-driven income reconciliation and how firms can move from manual, resource-intensive processes to a more efficient, scalable and resilient operating model. The session will demonstrate how Eddie can help reduce administration, improve accuracy and governance, and free operations teams to focus on delivering better client outcomes. It will also cover the practical steps involved in implementing Eddie and getting started
Let us solve:
- Excessive manual administration.
- Slow and resource-heavy month-end processes.
- Reliance on key individuals creating operational risk.
- Errors and inconsistencies increasing compliance exposure.
- Limited audit trail and governance visibility.
- Difficulty scaling operations as the business grows.
- Operations teams spending time on repetitive tasks rather than client-focused activity.
- Uncertainty around how to implement and adopt automation successfully.
Agenda:
- Bank Statement Processing
- Provider Statement Processing
- Automated Matching
- Human-in-the-Loop Oversight
- Month End Completion
Webinar info
- Hosted by Charly Morris & Gemma Lowndes
- Date: Friday 4th December 2026
- Time: 10am - 10.30am
io Document Designer - Whether you're looking to improve efficiency, standardise your client communications or make better use of your CRM, this session will provide valuable insights and ideas to take back to your business. Join us on the 15th January 2027
Discover how Document Designer can help your firm create professional, consistent client documents while reducing manual effort and repetitive data entry.
In this session, we’ll explore the key benefits of Document Designer, showcase a selection of best practice templates, and demonstrate the types of documents you can produce. You’ll also receive an introduction to the core functionality, including values, conditions and repeaters, giving you a practical understanding of how the tool works.
Let us solve:
- The key benefits of using Document Designer
- How Document Designer can automate and streamline document production
- Opportunities to further enhance your document automation
Agenda:
- Examples of best practice templates and real-world use cases
- An introduction to values, conditions and repeaters
Webinar info
- Hosted by Charly Morris
- Date: Friday 15th January 2027
- Time: 10am - 10.30am
io Funds and Model Portfolios - Whether you're new to using funds within io or looking to improve the consistency of your advice process, this session will provide a clear understanding of the functionality and the benefits it can bring. Join us on the 12th February 2027
Learn how funds and model portfolios work within io and discover how to accurately record investment recommendations throughout the advice journey.
This session provides a practical overview of how advisers can add funds and model portfolios to recommendations and proposals, ensuring investment choices are captured consistently and reported effectively. We’ll also demonstrate how this information feeds into management reporting, giving firms greater visibility of their investment data.
Let us solve:
- Best practice for maintaining accurate and consistent investment records
- How investment data is reflected in management information (MI) reports
Agenda:
- How funds and model portfolios work within io
- Recording fund and model portfolio selections during the advice journey
- Adding funds to recommendations and proposals
Webinar info
- Hosted by Charly Morris
- Date: Friday 12th February 2027
- Time: 10am - 10.30am
io Tags and Segments - Whether you're looking to improve reporting, better organise your client data or make more informed business decisions, this session will show you how to get more value from your io data. Join us on the 12th March 2027
Discover how tags and segmentation can help you organise your data more effectively, improve reporting and gain deeper business insights within io.
This session provides an overview of how tags and segmentation work, where to find them, and how they can be used to enhance your firm’s management information (MI). We’ll also discuss how bulk uploading data can save significant time when implementing tags and segments, helping you maximise efficiency from the outset.
Let us solve:
- Enhancing the level of MI that is available.
- Best practice for organising and reporting on client data
- Time savings using Bulk Uploads
Agenda:
- The benefits of using tags and segmentation
- Where to find and manage tags and segments within io
- How tags and segmentation enhance MI and reporting
Webinar info
- Hosted by Charly Morris
- Date: Friday 12th March 2027
- Time: 10am - 10.30am
The Personal Finance Portal - Do you want improved communication, clear sight on assets and document sharing in an encrypted, safe environment with your clients? PFP is the answer
intellifo’s PFP allows for ease of capturing information, secure messaging and evidencing communication between you and your client and allows your staff to clearly see that information
PFP allows for clients to gain oversight on their assets, invested and not, share family wealth and see all their documents in once place.
Let us solve:
- Improving your relationship with your clients
- Securing communications with your clients
- What can PFP do for you and your clients
Agenda:
- What is PFP?
- What does the client login side look like.
- What pre-made templated messages for ease of communication can we provide?
Webinar info
- Hosted by Naya Hemens-Westaway
- Date: Friday 24th July
- Time: 10am - 10.30am
The Advice Journey in io - How can you get an oversight of all your Advice cases with a consistent and compliant processes and full MI on new and existing business?
The Advice Journey allows for quicker processing of new and existing business recommendations allowing the creation of a centralised Advice case. All relevant staff can then see full details of what has been done, by who and when. Full use of the Advice journey allows for New Business reporting to be completed with ease.
Let us solve:
- How to correctly record Advice cases
- How to view details within the Advice case
- Ensuring a consistent and compliant process for new and existing business reporting
Agenda:
- Discussion around what the Advice Journey includes
- Advice journey Dashboard overview
Webinar info
- Hosted by Naya Hemens-Westaway
- Date: Monday 29th June
- Time: 10am - 10.30am
io Workflows and Tasks - How effective use of tasks can ease your day-to-day workload without additional stress.
Workflows and tasks are regularly misused in io and cause more inconvenience than benefits. This session will show you how to effectively use tasks to ease workloads rather than add to them.
Let us solve:
- Inconsistency in processes
- Clear management information
Agenda:
- Discussion on task types
- How to use recurring tasks
- How to create checklists.
- Run through of an example workflow including branching workflow
Webinar info
- Hosted by Naya Hemens-Westaway
- Date: Friday 5th June 2026
- Time: 10am - 10.30am
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Look out for other topics coming later in the year:
- Leads and Campaigns
- Doc Designer
- Fees and Income
- Funds and Model Portfolios
- Tags and Segments
- Client Splits
