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Case Studies


Making a difference

We love to hear about your business and the challenges you face and talk about how we can help.  Don’t take our word for the work we provide and the value-added, please read below some of our case studies of projects we have worked on and how we have made a difference to our clients.

Fry Group Logo

Technology Change Tender Process

The Fry Group had been using a CRM system for six years and it was agreed within the organisation that it wasn’t delivering against the key business requirements. A decision was made to review the market to see if an alternative solution could be found which would deliver better benefits and future proof the business.

Fry Group Case Study
Mazars - logo

Template Design & Creation

Mazars Financial Planning had a requirement to be able to automate some reporting requirements. Their needs were complex, but by working with Jigsaw Tree who were able to understand how to achieve the best outcome by producing, testing, and training on the report and data entry requirements, Mazars gained a positive outcome.

Mazars Case Study
WiseInvestment logo

Business Process Mapping

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.

Wise Investments Case Studies
Logos engage process
Haven Logo

Income Reconciliation

Haven IFA had been using Intelliflo’s CRM technology Intelliflo 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.

IncomeRec case study with Haven
prydis logo

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.

Logos engage process
Process Mapping case study featuring Prydis
HSP logo

Project Management

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.

Technology and transition case study featuring HSP Financial Planning

Business Process Mapping

Kymin logo

When the only member of staff dealing with Income Reconciliation left to go on maternity leave, Kymin needed resource to pick this role up immediate effect.

Find out how Jigsaw Tree were able to work immediately on Kymin’s income with no break in service.

Kymin case study
Frenkel Topping logo

E-Advisor Champions

After using Intelliflo Office for 18 months Frenkel Topping realised they weren’t getting the efficiency savings from the system they had hoped for.


Read their case study to find out how Jigsaw Tree helped them in a number of areas to help them realise those efficiencies.

eAdviser case study featuring Frenkel Topping

Income Reconciliation

Greystone logo

Income Reconciliation

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.

Greystone Case Study
Life Financial Services logo

Income Reconciliation

When taking holiday, the Finance Manager at LIFT always had additional work on her return to catch up on everything.

Read their case study to find out how Jigsaw Tree have helped ensure she has a relaxing holiday with no worries when she returns to work.

Income Rec case study featuring LIFT Financial
Caton Fry & Co logo

Technology Adoption and

Outsourcing Services

 Caton Fry Financial Services Limited changed its CRM solution from Quay Software to Intelliflo Office in 2018. This proved challenging and the business didn’t achieve what it had hoped for. 


Read their case study to find out how Jigsaw Tree helped them with their new CRM configuration as well as administration and paraplanning to allow them to focus on their core business. 

Jigsaw Tree Caton Fry Case Study
Chantler Kent Logo

Business Change - CRM Transition

Income Reconciliation

Chantler Kent had been using Adviser Office for about 15 years but with notice
being given by IRESS the business had to change its CRM prior to March 2023. Read their case study to find out how Jigsaw Tree helped them with the new CRM selection process, project management, new system configuration and training.

Chantler Kent Case Study
EAS logo
FiveWays logo

Implementation of a

change in Technology

Income Reconciliation

using Enable

Executive Advisory Services (EAS) decided to transition from Adviser Office to Intelliflo Office and chose Jigsaw Tree to support them with the navigation of the implementation project and to make sure it remained on track, and aligned to the go-live date.

Read their case study to find out how Jigsaw Tree helped them achieve a better outcome than they would have if they had tried to do the transition on their own.

Fiveways Financial Planning decided to outsource their Income Reconciliation on Enable to Jigsaw Tree.

Read their case study to find out how Jigsaw Tree has helped them to save time and money, whilst giving them confidence in their financial data.

Technology change case study featuring EAS
Income Reconciliation case study featuring FiveWays
Logo for Albert Goodman
alan Steel.png

Intelliflo On-Site Training

Moving from Fairs, selecting and implementing Intelliflo Office

Albert Goodman required comprehensive on-site training to develop a new consistent way of working and to align Intelliflow Office more efficiently.

Read their case study to find out how Jigsaw Tree delivered significant value to improve the adoption of Intelliflow Office.

Alan Steel had been using Fairs for a significant number of years and had been evaluating available technology options.  They recognised the need for guidance in the selection process.  They also needed support in the onboarding program with Intelliflo.

Read their case study to find out how Jigsaw Tree provided a positive experience throughout the two programs of work.

Intelliflo On-Site training case study featuring Albert Goodman
Alan Steel Case Study - Intelliflo Office
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