Jigsaw Tree

At Jigsaw Tree, we stand out as a specialised fintech consultancy and outsourcing company. Our core emphasis involves close collaboration with Financial Advice firms to elevate and streamline their operations. We achieve this by providing a range of services delivered by a team of seasoned professionals. Our mission is to add value and address the specific or ongoing business needs of the firms we partner with.

• Digital Transformation
• Consultancy and Operational Support
• Income Reconciliation Outsourcing Services
• Business Operating Support System (BOSS) Technology Model, Selection & Due Diligence
• Technology Implementation Support & Project Management
• Database Assessment
• Business Process Mapping and Management
• Predesigned best practice CRM lifecycle configuration models
• Standard & Bespoke Template Creation
• Business Readiness and Training Support (including floor walking)