How Jelly helps The Paraplanners get in sync with their email

“Gmail was just a workaround but it was so much noise and manual intervention, monitoring, chasing up, asking lots of questions, forwarding stuff around, mistakenly sending an email to a client… Jelly quiets things down, makes email much more intentional and focused. Nothing we tried before could do that for us.”

Richard Allum Managing Director, The Paraplanners

The Paraplanners are a team that assists around 40 firms of financial advisors and planners, providing technical analysis, insights, and reporting to help their clients make sense of their money. They also operate a small financial planning tool (Moneyscope) and run an online community of around 4,000 paraplanners (Paraplanners Assembly).

As a small team of 8 who have worked remotely across the UK since 2002, all external communication for those endeavors happens via email.

Jelly is the foundational tool that helps them keep all their emails across various accounts and domains in a single place. For managing director Richard Allum: “This makes things a lot lot simpler and means that we don't need to have lots of Gmail accounts open all the time. It makes things a lot quieter on the email front.”

With all their various types of email visible in one place by the whole team, The Paraplanners can more easily work as a team. In particular, discussing an email behind-the-scenes internally makes coordination so much neater:

“Previously we would be stuck in a loop of forwarded emails that got very messy, and risked a comment being sent to someone who shouldn’t have had it!” With Jelly, that’s no longer a problem.

The real kicker for Richard is the clear audit trail of who said what, when, and why. After a two-week holiday, he was able to review recent activity in Jelly and get up-to-speed quickly on what he missed. Talk about a time saver!