From Paperwork to Peoplework
- jackwarren2
- Oct 16
- 1 min read
This white paper is a practical roadmap to tripling the value of your firm, built on real evidence rather than aspiration.
The challenge is no longer a mystery. The sector is up against a structural capacity limit, and independent surveys such as Trustnet’s make it plain that the main blockage sits in administrative workflows, especially suitability and review reporting. Our own audits at Jigsaw Tree have shown that when these processes are redesigned with a blend of people and AI, the workload decreases by more than sixty per cent. Financial models from The Flower Group then show what happens when you release that time: doubling adviser capacity without increasing headcount delivers around a threefold uplift in firm value, even on cautious assumptions.
Inside the white paper you will find the data, case studies and operators playbook that turn those gains into scale. It shows how to convert efficiency into capacity, lift the quality and resilience of revenue and tighten compliance without throttling growth. It is about moving firms from paperwork to peoplework and from coping to scaling.
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