We work with financial advice businesses of all sizes to transform practice management operations to create one best way of working
Ready to transform your business?
Our Services
Introducing Eddie
The best of AI/human hybrid working saving advice firms over 240 hours a year
Manual income reconciliation is one of the biggest drains on financial advice firms consuming hundreds of hours, creating key person dependencies and introducing costly errors.
Eddie changes that. Jigsaw Tree’s AI-powered income reconciliation engine automates up to 80% of the process. AI does the heavy lifting. Our income reconciliation specialists do the rest. Every anomaly gets human attention. Nothing falls through.
Fully hosted in the UK. Data never used to train public AI models.
Depending on firm size and practice management technology...
Up to
of the workflow automated
0
%
Up to
Working hours saved
0
Up to
Saved by firms per year
£
0
k
Operational excellence / Optimum tech stack / Growth amplified
Jigsaw Tree brochure
Our services
Everything you need to know about what we do and why it matters.
Ready to transform your business?
Start with a free discovery call. We’ll explore your challenges, identify quick wins and map out what operational excellence looks like for your firm.
From reactive to resilient: How outsourcing income reconciliation gave a financial planning firm its time back
