Hymans Robertson had invested in Intelliflo Office (io), but the system wasn’t being fully utilised—leading to inefficiencies and missed opportunities. To change this, they partnered with Jigsaw Tree to optimise io around a more unified, efficient operational model.
Through targeted workshops and tailored system enhancements, Jigsaw Tree helped streamline workflows, improve management insight, and boost adoption across the business. The result: clearer processes, better oversight, and a system aligned with Hymans Robertson’s goals.
Jigsaw Tree is an expert consultancy and outsourcing firm that works with financial advice firms to support and improve their operations.
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