EMPOWERING YOUR BUSINESS TO USE LEADING EDGE TECHNOLOGY SOLUTIONS

Database Assessment

Discover how your CRM is performing with a detailed assessment. We identify key insights and provide actionable recommendations to enhance efficiency and align with your business goals.

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Income Reconciliation

Streamline your income reconciliation with expert support. We manage the process on your system, saving you time while improving accuracy and reporting.

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Acer & Elm

Acer & Elm support advice firms using Intelliflo Office - optimising systems, streamlining onboarding, reviews, and reporting. From setup to admin, we boost efficiency and free your team to focus on clients and growth.

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AI Tech Selection

Navigate the evolving AI landscape to identify the right solutions through strategic, well-informed decisions that align with business needs.

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BOSS

BOSS aligns mission, data, processes, execution, people, and issues to drive clarity, accountability, and growth by turning strategy into action and solving challenges for lasting business success.

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Consumer Duty

Support your Consumer Duty obligations with tailored workflows, reporting, segmentation tools, and training to ensure compliance and improved client outcomes.

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Content Streams

Using Content Streams, we help integrate marketing automation, support compliance, and boost client communication, acquisition, and retention.

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Discover Day Workshop

Our Discovery Day workshop uncovers key business challenges and opportunities by exploring your tech stack, processes, and goals.

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Process Mapping

Process mapping helps organisations visualise workflows, identify inefficiencies, and improve operations. It’s a key tool for clarity, consistency, and smarter decision-making.

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Training and Ongoing Support

We deliver tailored training and flexible support packages to help your team fully adopt technology and maintain performance with confidence.

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MoneyInfo Accreditation

As an accredited partner, Jigsaw Tree helps firms fully leverage moneyinfo. We deliver tailored onboarding, custom workflows, and best-practice configurations—enhancing client engagement, automating admin, and streamlining your digital advice process.

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