@JigsawTree profile picture
Jigsaw Tree @JigsawTree

Fintech consultancy and outsourcing company, dedicated to working with advisory firms to elevate and streamline their operations.

Joined October 2011
  • Tweets 5,500
  • Following 622
  • Followers 559
1,716 Photos and videos
Read our case study that delves into navigating the PMS selection journey and driving efficiency with the right PMS 📈 Read the case study for yourself here: jigsawtree.com/_files/ugd/bf… #CaseStudy #TechnologyChange
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We hope that you find this article an interesting read! Click here to read for yourself: jigsawtree.com/post/harnessi… #Collaboration #NewArticle#FinTech #JigsawTree
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Read our case study that delves into all the process optimisation through process mapping and outsourced reconciliation! 📈💼 Read the case study for yourself here: jigsawtree.com/_files/ugd/bf… #CaseStudy #TechnologyChange
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🐾 Happy International Cat Day from the Jigsaw Tree team! 🐱 We’re celebrating with a few of our purr-sonal favourites - meet the feline friends who keep us company, supervise our Teams calls, and remind us who's really in charge. #InternationalCatDay #TeamCats #JigsawTree
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This article is on the topic of maximising efficiency and refocusing internal resources through outsourcing💼🧑‍💻 jigsawtree.com/post/outsourc… #Collaboration #NewArticle
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🌟👯‍♂️ Happy International Best Friend Day! 👯‍♀️🌟 #InternationalBestFriendDay #JigsawTree #FinancialServices #Consultancy #Outsourcing #ClientSupport
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🚀 At Jigsaw Tree, we're proud to be working alongside Plannr From onboarding and site configuration to training and workflow setup — we make sure your team is fully equipped to harness everything this beautifully intuitive platform has to offer. #Plannr #FinancialServices
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🚀 Check out the latest Podcast Episode Episode 7: Guest Session with Nick Eatock discussing intelliflo and the evolving tech industry 🎧 Listen now: buzzsprout.com/2444233/episo… #TheChangeCurve #Podcast #NewEpisode #intelliflo #TechTalk #Innovation
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🤝 Trusted Partner. Proven Results. Check them out on our website here - jigsawtree.com/trustedpartne… #Partnership #Collaboration #DataOptimisation #FinancialServices #TrustedPartner
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In this Webinar, we’ll cover: ⏱️ The true cost of inefficiency 🗺️ How to use process mapping for clarity and control 🧩 Rethinking your tech stack to future-proof your workflow 🎟️ Save your seat today → share-eu1.hsforms.com/1p10hY…
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📢 Notice: Jigsaw Tree Summer Closure – 17th & 18th July 🔧 Need urgent assistance during this time? Our trusted colleagues Zoe Stretton and Elizabeth Keene will be available: 📞 07930 441824 📧 outsource@jigsawtree.com #Summer Party #JigsawTree #TeamBuilding #FinancialServices
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Read our case study that delves into all the key benefits of driving operational efficiencies through process mapping and BOSS 📈💼 Read the case study for yourself here: jigsawtree.com/_files/ugd/bf… #CaseStudy
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🚀 WEBINAR ANNOUNCEMENT Time & Money: Maximise Your Time Without Working Longer Hours 🎟️ Save your seat today → share-eu1.hsforms.com/1p10hY…
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Team Member Spotlight With 20 years of experience as an Administrator, Kirsten values close client relationships and prides herself on excellent customer service. She efficiently helps clients find easier ways to provide accurate data through teamwork and problem-solving.
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🛑 The FCA data request lands today! 🛑 📍 Live on Zoom 🗓️ Tuesday 1st July | 9AM 🎟️ Register here: us06web.zoom.us/webinar/regi… #FCADataRequest #FinancialServices #Webinar #LearningEvent #FCAUpdate
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🧩 Happy #MSMEDay! 💡 Did you know? The UK is home to over 5.5 million SMEs, account for 3/5 of the employment and around 50% of turnover in the UK private sector. #JigsawTree #MSMEDay2025 #SMEsMatter #FinancialAdvice #TechOptimisation #SmallBusinessBigImpact #FintechSupport
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We couldn’t be prouder of our very own Christina Henderson, who had the honour of serving as a judge at the Corporate Adviser awards! As the big reveal draws closer, we’re wishing all the finalists the best of luck for the results on 26th June. #CorporateAdviserAwards2025
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🤖 Not Sure Which A.I. Tech Is Right for You? 🧩 Learn about our Tech Selection Service: jigsawtree.com/ai-tech-selec… #AISelection #FintechSolutions #JigsawTree #AIFinancialServices #DigitalInnovation
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We're incredibly grateful to our client Clare Maddison at Aaron Tawny for the wonderful five-star Google review! ⭐️⭐️⭐️⭐️⭐️ #PositiveReview #GoogleReview
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Here is our #TopTip regarding income reconciliation! 🔍💡 Having unknown income and unlinked provider fees within Intelliflo office, Xplan, Curo or Plannr will affect the accuracy of your RMAR data – why not speak to us about this? #TopTip #IncomeReconciliation #JigsawTree
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