We love to listen
Seek First to Understand, Then to be Understood
We love to listen to advisers talk about their businesses. Tell us about your vision for the future or let us help you with some thought leadership.
With a clear picture of who you are and where you want to be, our role is to get you there.
We can help build a plan of action that will pull together technology, people and processes to create a model that enables you to deliver a compelling client proposition.
What we are all about
At Jigsaw Tree our main goal is to focus on positive client outcomes. We will always make sure the needs of our clients are our 1st priority. Everyone in the business is always looking for ways of delivering a better service. We always work with clients to identify and resolve any potential barriers rather than shying away from them.
We are honest and fair when working with each other, clients and collaborators. When working with clients we will not charge the most but what is fair for the service delivered and will always give clarity and confidence to our clients, about our commitment.
We are passionate about investing in knowledge and encourage all our staff to look at their personal development needs. We believe that investing in our staff and in technology will achieve the best client outcomes.
Our staff are proud of what they give to clients and always aim to deliver the right outcome and not just any outcome.
We get a kick out of helping and supporting both our clients and each other. Just ask for help and we will do everything in our power to help achieve the right outcome.
Supporting the planning and implementation of business change, we ensure you achieve your business goals.
With a tried and tested approach we help build a technology model to ensure modern advice firms achieve business goals. Using state of the art process mapping technology, we put the client at the center of the exercise by focusing on the life-cycle of your service to ensure you are perfectly positioned to deliver the best possible experience.
Technology Selection & Due diligence
Advice firms have to adapt to differentiate themselves from the competition and to continue to grow whilst managing costs and risks. Technology plays a key part in that differentiation but with so many key players in the market it can sometimes be too confusing and time consuming for an advice firm to investigate the market.
Jigsaw Tree’s Technology Selection and Due Diligence service will help you drill down to what is really important to your organisation and not just a nice to have and ensure you have an integrated target model defined with technology that can support your business goals and objective and not just for today..
Technology implementation support & project management
Jigsaw Tree’s proven Implementation Support and Project Management will help ensure key milestones and resources required to deliver the project are kept on track through the use of a leading online work management platform. The support we give doesn’t stop when your new technology goes live as our Project Managers will ensure you are maximising your chosen solutions through adoption and ongoing learning.
business process management
In our day-to-day working lives there are a whole series of steps we do to get our jobs done that we don’t really think about. Have you ever looked at whether those steps are best practice, and what the actual cost to your business is? By helping advice firms review and improve their existing processes to achieve a ‘one best way’ of working they have gained a sustainable advice framework which can mitigate risk and ensure a first-class service is offered to all clients. The benefits of process modelling are far reaching and we love making such a difference to the clients we work with by giving them better insights into their business and its working practices.
Having worked within a vast number of organisations, Jigsaw Tree are able to provide interim support to firms looking for short term engagement/support in order to drive value from our past experiences. Jigsaw Tree are able to parachute in someone to help in Operations, Marketing and Income Management as and when you need it most.
We deliver a suite of outsourced services to help you reduce cost, mitigate risk and improve client satisfaction
The importance of correctly recording, reconciling and reporting income should never be underestimated, At Jigsaw Tree, our Outsourcing Team have a wealth of knowledge of leading CRM systems income and fee functionality. You gain our expertise in your business for income reconciliation and reporting. Let Jigsaw Tree take care of this for you so that you can focus time on where your clients value it the most.
Marketing & event management outsourcing
Whilst marketing is an important part of any advice firms overall strategy, there is often a lack of expertise within the business. Jigsaw Tree’s Marketing & Event Management Outsourcing Services gives you that expertise to help build your overall marketing plan and provide support in its execution. We can help with writing and producing collateral; creating your online presence; email marketing; organising and managing events.
Making sure client facing letters and documents present your business in the right way can be challenging to create and take significant time. Having these templates created within your CRM system makes producing high quality, branded documents quick and easy. Jigsaw Tree have the expertise to create templates for suitability letters, client reports and letters ensuring as much data is re used as possible, resulting in fewer mistakes and increased accuracy and efficiency.
Administration & Paraplanning Support
Being a successful advice firm brings with it the added pressure of increased administration and the requirement for a confident paraplanner. With the change in requirements under MiFID II the need to produce a review process with a suitability report, even when there are no changes in clients’ needs/circumstances or your advice means one thing – more increase in administration and the need for better processes. Jigsaw Tree deliver administration and paraplanning services to ensure you spend your time building relationships with your clients.
In the GDPR world secure messaging between you and your clients is a must. A Client Portal will also give you the ability to provide another value add to your clients by providing them with a document vault, with the ability for clients and adviser to share documents. Clients can review and add information into their fact find, which can feed directly through to your CRM. Jigsaw Tree can implement your Client Portal by helping with data set up, client communication creation and training internal staff.
It's all about the team
We are enthusiastic and passionate about the impact effective technology can have on a modern advice firm and are happy working with firms to develop the right strategy for their business. However, unlike other support firms we believe our partnership with clients should go beyond the strategy and we will work with you to plan and execute change ensuring you realise the benefits you are expecting
Chris baigent-reed - founder & director
A dedicated, passionate and highly professional individual with over twenty years experience in financial services and leading teams to increase performance and managing change programs.
Proficient in a number of areas including; Training, Business Transformation Consultancy, Account Management, Sales, Marketing, Support and Customer Service Management positions within the financial services technology sector. Founder and business owner of Jigsaw Tree Limited working with technology companies, platforms, networks and IFA firms delivering value added services.
Sharon taylor - Marketing & sales manager
As a dedicated and passionate marketer with over twenty years experience in Financial Services, Sharon delivers a marketing focus for Jigsaw Tree. Proficient in digital marketing, social media, content marketing and event management Sharon brings a wealth of experience to both Jigsaw Tree and our clients through our marketing outsourcing offering to help with client proposition and service. In 2016 Sharon passed the Mini Marketing MBA run by Professor Mark Ritson of Melbourne Business School..
Sharon has also been accredited by Engage in her use of their online Process Mapping tool. She has helped numerous client to map their key internal processes to ensure consistency in working practices giving cost savings, auditability and accountabililty.
Jo morgan - Outsourcing services specialist
Jo has worked in Financial Services for almost 30 years with previous experience in administration and paraplanning. With Jo’s extensive knowledge of Financial Services and running teams she is ideally placed as the Operations Manager within Jigsaw Tree Outsourcing to ensure the service and processes harness the technology we use to deliver the right outcomes to our clients.
Jo brings her experience with IRESS and Intelliflo and is our expert in Income Reconciliation and iO Document Designer.
zoe thompson - income reconciliation specialist
A subject matter expert in the world of income processing, Zoe spent many years being the “go to” support technician for IRESS, formerly Avelo, for all things to do with revenue management. With an eye for detail and impressive processing skills she is able to deliver an excellent level of service to our outsource clients ensuring all the recording, reconciling and reporting of business revenues is under control.
gemma allton - outsourcing service specialist
Gemma has worked in financial services for over 12 years, starting as administration support to a number of advisers before progressing to a paraplanner for the last six years. In addition to this experience Gemma achieved a certificate in financial planning and has significant experience in working with both Adviser Office and Intelligent Office. Gemma’s main role for Jigsaw Tree is as a virtual Administrator, helping our clients spend more time with their clients and less time on day to day administration tasks. Gemma has previously worked for Clark Roxburgh who were acquired by Jelf and through her roles there gained a practical level of experience and expertise.
jean gillies - income reconciliation & business process specialist
Jean has worked in the financial services industry for over 35 years. She has worked as an administrator, administration manager and finance manager with a number of companies including Barclays Bank and Arthur J Gallagher. With experience in finance, administration and creation and implementation of processes Jean brings a wealth of knowledge to Jigsaw Tree and its clients.
sally bousefield - income reconciliation specialisT
Sally has worked in the Financial Services industry for many years and has gained vast experience in all aspects of the industry. With previous experience as a Client Services Manager encompassing all aspects of financial planning working on a one to one basis with Advisers and clients. She has also been involved in Income Reconciliation and Reporting for both individual practices and as part of an outsourcing team. As a result of this experience she is able to understand the Income Reconciliation process from input to completion and the reasons for accuracy and giving our clients an excellent service.
Justine Clarke - Business Consultant
Justine arrived from New Zealand in 2000 and love it here so much, she couldn’t leave! She has worked in Financial Service’s since arriving in the UK, both in advisory firms and for back office software providers.
Justine has both the practical experience of using technology to improve processes and consultancy and training skills to help embed business efficiencies.
She offers practical advice and solutions based on experience and work with firms to determine how best to plan and effect change and streamline business processes.
Rebecca Evans - Administration Specialist
Rebecca started her journey in financial services working for Sesame Bankhall Group which focused on many areas of adviser support which gave her extensive knowledge of the Financial Services industry. Moving out of distribution in 2014, Rebecca now works with number a IFA’s across the country providing experienced administration support including but not limited to income reconciliation, provider liaison/instruction, annual review work, new business paperwork and pipeline chasing, letters of authority and she is also a proficient user of Intelligent Office. Rebecca is a thoroughly organised individual and keen to assist IFA’s with all aspects of their administrative needs.
Kath Mackenzie - Income Reconcilation Specialist
Kath started her career in Financial Services processing New Business applications with Liverpool Victoria before moving on to work for Swiss Re at their UK Headquarters administering Group Life & Health treaties. After a short break to concentrate on family life, Kath reengaged with the world of Financial Services in 2013 and has held a number of Administration roles including income reconciliation, Valuations, Letters of Authority processing and client/provider liaison. Latterly she has been overseeing an entire Operational function including Paraplanning and Administration with a view to managing process through workflows and reporting on pipeline business.
Paula Dyde - Telemarketing specialist
Having in Telemarketing for over 30 years Paula was the obvious choice to work with Jigsaw Tree to provide support in this area.
Working with the Marketing & Sales Manager, Paula is able to provide further information to firms on the range of Services that Jigsaw Tree can provide.
David Price-Evans - Outsourced Solutions Manager
Fellow of the Institute of Sales & Marketing Management, David comes from a strong customer service background through his time working as a Partnerships Manager with Checkatrade.
Able to look at each situation within a team or organisation with an objective stance to prevent further tensions and issues occurring, David’s strengths lie with keeping information on track and finding the best solutions towards business process improvement. Focused to excel client expectations, find the most cost-effective way to a positive outcome and avoid potential pitfalls along the way, David is crucial part of the team.
Helen Price Evans - HR Manager
Helen Price-Evans is a CIPD qualified professional with over 20 years of human resources management and business training and coaching experience.
Helen, who has a long career history in customer services, has a warm and personable relationship-orientated approach. Her excellent sense of humour and positive energy helps to yield excellent results from the Jigsaw Tree team.
She uses her insight and NLP coaching skills to help us realise our potential and harnesses it for ultimate success.
Hugo Trebels - Finance Assistant
Hugo has vast experience working within Financial Services from an administration and finance perspective which ideally placed him for the role within Jigsaw Tree as our Finance Assistant. Hugo’s responsibilities ensure that all our clients are invoiced correctly at the right time for the work which we complete and is able to answer any questions that our client may have. Hugo also provides valuable administration support for the business and has been working alongside the Jigsaw Tree team for the past three years.
John Escreet - Infrastructure Manager
John’s infrastructure experience spans over 20 years and he has significant knowledge in Financial Services dating back to 2006 when he was working in Towry Law.
John has overall responsibility for all the technology and infrastructure needs of Jigsaw Tree and has provided valuable advice in order for us to implement and adopt the right technology solutions in order to provide the best virtual and face to face support to our clients..
Our clients are the heart of our business
“I have known Chris and Sharon for over 15 years so when I wanted some help to improve my Intelliflo eAdviser score I knew that they would be the right people to ask. Their expertise with Document Designer is exceptional and they are already making a difference and improving our business efficiency -- all delivered in the most professional and personable way. I have engaged them on an on-going basis and I am looking forward to working with them for many years to come.” Alan Moran, Director, Interface Financial Planning
“Having worked with Jigsaw Tree on a number of previous projects we contacted them for their help on outsourcing our client review process for one of our advisers. By working with Jigsaw Tree to scope our requirements we have confidence that our clients will continue to receive the same high standard of service” Robin Hall, Managing Director, Kymin
“Due to the automation and complexity of the documents we use in our business we needed additional resource to help create and maintain our standard templates. Jigsaw Tree were recommended to us and have been superb in making best use of the functionality in iO so we are able to maximise efficiency and re use data wherever possible” Collette Noble, Head of Business Change, LIFT Financial
“Having outsourced Income Reconciliation to Jigsaw Tree it has freed up significant time and costs for the business. We have mitigated the risk of having one person responsible and know with Jigsaw Tree’s expertise this is completed accurately and on time” Mike Leigh Director, Haven IFA Ltd
“Having recently reviewed our internal processes it was clear that we could benefit from introducing best practice across the business. Having Jigsaw Tree run and facilitate our process mapping workshops has been a breath of fresh air in helping us achieve what good looks like” Helen Lindo, Director, Russell Ulyatt Financial Services
“As part of our acquisition programme we are using an online Project Management tool and needed help in getting our complex projects built. We have enlisted the help of Jigsaw Tree to map the processes and in turn create our project plans. This has proved to be an incredibly worthwhile exercise and has also helped mitigate key person risk.” Sue Groves, Operations Manager, Newell Palmer
“Revenue Management is the life-blood of a financial services business. At Greystone we process approximately 180,000 revenue transactions per year. The considerable expertise and experience of Jigsaw Tree together with their passion for business process improvement has enabled us to achieve clear business benefits within a short timescale. “ Keith Horner, Finance Director, Greystone
“Having used Jigsawtree to project manage our own switch over from IRESS to iO, which went as well as could possibly be expected, I was more than happy to use them again for an advice firm purchase we were making. Time was of the essence but it took one phone call to Chris Baigent-Reed to get the ball rolling. The data transfer has been completed in record time, with minimal input from us and the new company has been very impressed with the professionalism and attitude with everyone at Jigsaw Tree. I would happily recommend them to anyone who is struggling to make the use of data work for them.” Phil McGovern, Managing Director, MPA Financial Management Ltd
“When we decided to change our back office solution we realised that in order to get a good outcome we needed some expertise to help with this transition. Jigsaw Tree were able to support this transition and bring valuable expertise to make this as smooth as possible.” Jon Lawson, Director, Fiveways
Making a difference
Revenue Management is the life-blood of a financial services business. At Greystone we process approximately 180,000 revenue transactions per year. Accordingly, this function needs to be robust and performed accurately on a timely basis. The considerable expertise and experience of Jigsaw Tree together with their passion for business process improvement has enabled us to achieve the benefits detailed above within a short timescale. I would have no hesitation in recommending this service.
As a growing firm the Directors of Prydis realised they needed to look at their internal processes to build efficiencies within their business and to understand who was involved in the processes and at what point.
Find out how Jigsaw Tree helped facilitate Process Mapping workshops to get to their desired ‘best practice’ processes.
Jigsaw Tree have been great at leading us through looking at our existing processes, recording what we currently do and then revisiting them to see what needs to change to make them clearer and easier for us all. They have been the constant level headed person throughout the whole processes and are able to pick the wheat from the chaff in what we do.
When HSP Financial Planning were moving to a new CRM system they knew that to achieve a smooth transition external support was a must.
Find out how Jigsaw Tree helped HSP through their transition to Intelligent Office
Haven IFA had been using Intelliflo’s CRM technology Intelligent Office for eight years and in that time the task of reconciling income was carried out by one of the Directors with the firm.
Find out here how using Jigsaw Tree’s outsourcing services has helped reduce risk and cut costs.
When Interface needed help in ensuring there was templated documents were set up correctly for all staff to use they immediately contacted Jigsaw Tree.
Find out how Jigsaw Tree helped Interface get consistency in client facing documents
Does your way of working represent best practice?
In our day-to-day working lives there are a whole series of steps we do to get our jobs done that we don’t really think about.
But have you ever looked at whether those steps are best practice, and what the actual cost to your business is?
Few organisations take the time to look at their internal processes, and even fewer will try and build ‘best practice models’.
Map It or Wing It?
As a Business Support Company we often talk to clients and pose the question ‘Have you mapped your internal processes?’. Inevitably we get the answer ‘Yes’ but when delving deeper it should be ‘Well sort of, but not really!’
What it means for us and you
We work with many advice firms and are continually looking at ways we can improve our internal processes and ultimately the service we offer our clients. By being awarded the ISO 9001-2015 Certification our current and future clients can be assured that they are working with a company who continually strives for efficient working practices and professionalism. We always want to ensure the service we provide is of the highest quality and have a clear desire to exceed our clients expectations.
How to choose the right CRM system for you.
Read the first in a series of three articles, written for Nucleus, on the technology change journey. This first article talks about the things to look for when starting to investigate the CRM market and how to ensure you are choosing the right system for you.
Lean process as a methodology has its origins in the automotive industry, most notably with Ford and Toyota. The guiding principles of lean remain absolutely valid today.
Customer expectations of service businesses are changing. The pressure is on to deliver a frictionless client experience that makes it easy to do business
What can outsourced Income Reconciliation give to your business?
One of the most important areas of functionality that a CRM system has is in the recording, reconciling and reporting of revenue but this has also been a consistent frustration in getting it set up and used correctly. Compound that with its operation taking valuable resource that isn’t client facing and advice firms have a never-ending challenge.
the tech that works for you - a deeper dive
In our second article written for Nucleus we take a look at how you can go about identifying potential suppliers and drafting a request for proposal.
To find out how to set out your request for information click below.
the beauty parade
In our third and final article for Nucleus we delve deeper into the evaluation of the responses received and how to judge the relative merits of each proposal.
We do like to talk to advice firms to find out what your issues are and how we can help.
Just fill in the details below and someone will be in touch with you as soon as possible or call us on 0800 246 5416 or email email@example.com