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JIFFYAI

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AI client-engagement suite for wealth management that unifies advisor data and adds an AI companion for onboarding and servicing.

What it does

JIFFYAI is an engagement platform built for wealth management. It consolidates client data from custodians, CRMs and documents into a cloud data warehouse, streamlines advisor and client onboarding and account servicing, and provides an AI Advisor Companion and AI Notetaker to free up advisors' time. It serves RIAs, broker-dealers, family offices, banks and trusts.

How to use: JIFFY.ai's no-code platform allows users to build and deploy AI-powered applications without extensive coding knowledge. Users can leverage pre-built solutions or create custom applications to automate tasks, integrate systems, and improve workflows. The platform offers features like a delightful UI/UX, rapid digitizer, smart data processing, robust integrations, RPA capabilities, a seamless workflow builder, and simplified ETL.

Core features

Unified data warehouse and aggregation
Advisor Companion for real-time insights and daily guidance
Unified onboarding workflows
Account servicing automation
AI Notetaker with CRM integration
Advisor universal desktop

Best for

→Streamlining advisor and client onboarding
→Automating account servicing
→Unifying scattered client data
→Boosting advisor productivity
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