“ JIFFY.ai’s no-code platform and HyperApps enabled Cetera to build digital business operations sustainably, and to provide seamless transaction experiences to clients and financial representatives. ”
Brent Gaddis, Head of Strategic Operations
“ We are confident about setting up a roadmap towards sustainable digital transformation by applying (JIFFY.ai's) automation to address our specific business challenges. ”
Randy Lambert, Chief Operations Officer
“ JIFFY.ai's AI-powered platform enabled us to integrate all of our core applications and deliver an innovative and delightful client experience, quickly and easily. ”
Jon Hendry,EVP and Chief Technology Officer
With next-gen solutions leveraging our no-code platform and AI innovations
Address complex business needs with AI-powered solutions
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Create financial applications with delightful user experience while transforming your legacy technology ecosystem
Learn moreStreamline workflows and accelerate operations end-to-end—from onboarding advisors and investors to account servicing
The process of onboarding new Wealth Management advisors and investors is fraught with tedious, manual tasks, due to siloed internal systems and disjointed workflows. The solution fast-tracks the entire onboarding process, so your advisors can deliver value to investors earlier, and get them up and running in a jiffy.
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Automate account servicing requests from start to finish, ensuring a smooth and efficient process for clients, advisors, and the Home Office. Our AI solution not only helps enhance client satisfaction but also significantly reduces administrative and support costs, positively impacting your margins.
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Gain comprehensive insights about books of business, with a keen focus on assets, client profiles, accounts and service requests. Our comprehensive dashboard empowers you to elevate client relations through actionable intelligence.
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Bringing advisors and their investors into your organization involves endless manual processes, leading to "not in good order" (NIGO) documents, a suboptimal impression, and delays. The solution automates an advisor's transition end-to-end, improves efficiency, and helps your firm to start capturing revenue sooner.
Learn moreOnboard consumers faster with delightful experiences and provide personalized service throughout their journeys, while bringing efficiency by automating back-end processes
The process of onboarding new consumers in banks is fraught with tedious, manual tasks, due to siloed internal systems and disjointed workflows. The AI solution fast-tracks the entire onboarding process, so you can deliver value to consumers and get them up and running faster than ever.
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Consumers connect with you across channels—chat, online, text, phone, or in person—and expect a seamless experience. The AI solution is designed to allow consumers and / or bank employees to handle service requests efficiently, and leverage the engagement to create deeper and broader relationships.
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Strengthen consumer relationships with AI-powered marketing campaigns, content delivery and outreach. Our pre-built AI solution empowers you to boost revenue, reduce churn, and maximize consumer lifecycle value.
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