🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Top Tip of the Day - identify and address your Consumer Duty gaps to meet regulatory requirements effectively. Have you thought about how your CRM can enhance efficiency in tracking Consumer Duty demands and support strong MI regulatory outcomes? #ConsumerDuty#TopTip

Meet our newest team member: @Sarah Rodrigues ✨👋🏼 Check out her bio here!: jigsawtree.com/team #MeetTheTeam #BusinessManagement #TeamMemberFocus #FinancialServices

Read our case study that delves into all the key benefits of selecting and implementing Intelliflo Office! 📈💼 Read the case study for yourself here: lnkd.in/eeFnEN-u #CaseStudy #TechnologyChange #Intelliflo #FinancialServices #JigsawTree

Introducing one of our trusted partners: Aspen🤝💼 Check out their website here!: aspenadvisers.com #TrustedPartner #Collaboration #UKFinance #FinTech #FinancialAdvisors

🧠 Mental Health Awareness Week At Jigsaw Tree, we know that life can feel scattered sometimes. You don’t have to have it all together. None of us do. Let’s keep making space for real conversations #MentalHealthAwarenessWeek #JigsawTree #ItsOkayToTalk #YoureNotAlone

Check out this interesting article how there is a need for more empathy in advice. 👉 Read the full article here: professionaladviser.com/opinion/441276… #JigsawTree #FinancialServices #ProfessionalGrowth #NewArticle #AI

⏳ One week to go until intelliflo innovate 2025! 🚀 We're counting down the days to intelliflo innovate. It’s a fantastic opportunity to connect, collaborate, and dive into forward-thinking discussions #FinancialServices #JigsawTree #intellifloinnovate2025 #OneWeekToGo

🌟 Exciting News! 🌟 With just a day to go until the big event, Jigsaw Tree is thrilled to be attending the intelliflo innovate 2025 conference. We would love to welcome you to our stand and share how we can help your financial advice firm thrive. #IntellifloInnovate2025

🌀 It’s International Day of Panic… but not in your office. While others scramble over mismatched invoices, missing margins, and unexplained income gaps - you’re calm, confident, and completely in control. Check out our flyer here: jigsawtree.com/income-reconci…

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

We're incredibly grateful to our client Clare Maddison at Aaron Tawny for the wonderful five-star Google review! ⭐️⭐️⭐️⭐️⭐️ #PositiveReview #GoogleReview

🤖 Not Sure Which A.I. Tech Is Right for You? 🧩 Learn about our Tech Selection Service: jigsawtree.com/ai-tech-select… #AISelection #FintechSolutions #JigsawTree #AIFinancialServices #DigitalInnovation

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

🧩 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

🛑 The FCA data request lands today! 🛑 📍 Live on Zoom 🗓️ Tuesday 1st July | 9AM 🎟️ Register here: us06web.zoom.us/webinar/regist… #FCADataRequest #FinancialServices #Webinar #LearningEvent #FCAUpdate

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.

🚀 WEBINAR ANNOUNCEMENT Time & Money: Maximise Your Time Without Working Longer Hours 🎟️ Save your seat today → share-eu1.hsforms.com/1p10hYSmKTaKhH…

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/bfc… #CaseStudy

📢 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 📧 [email protected] #Summer Party #JigsawTree #TeamBuilding #FinancialServices

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/1p10hYSmKTaKhH…