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ENGAGEMENT AI SOLUTIONS

Reimagine Engagement in Financial Services with the Power of AI

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The Engagement AI Suite: Purpose-Built for Financial Services

Financial institutions face rising expectations and operational complexity, but fragmented systems hinder efficient engagement. JIFFY.ai’s Engagement AI suite helps Wealth Management firms, Banks, and Credit Unions digitize, personalize, and scale interactions across the client journey. Powered by a no-code platform, our solutions empower advisors and operations teams to engage clients efficiently at every stage.

Unified Onboarding HyperApp

AI-powered Notetaker

  • Supports advisors before, during, and after client meetings
  • Generates pre-meeting briefs from CRM and custodial data
  • Captures context and insights during meetings
  • Auto-generates post-meeting summaries and feeds data into downstream workflows like onboarding and servicing
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Unified Onboarding HyperApp

Unified Onboarding

  • Accelerates multi-account and multi-custodian onboarding
  • Digitizes every step from planning to account opening and funding
  • Minimizes NIGO errors and reduces cycle times
  • Personalizes onboarding while remaining compliant
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Advisor Universal Desktop

  • Gives advisors a unified view of their book of business
  • Aggregates data across CRMs, custodians, and internal systems
  • Displays account and client profiles dynamically
  • Offers real-time insights, AI prompts, and productivity tools
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Account Servicing

Seamless Account Servicing

  • Automates routine service requests for faster resolution.
  • Enables clients and teams to initiate and track service tasks
  • Reduces turnaround time on account changes, money movement, and document updates
  • Integrates with back-office and compliance workflows
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Unified Onboarding HyperApp

Next-Gen AI Agents for Efficient Engagement

  • Bring intelligent assistance into everyday advisor workflows.
  • Suggest next-best actions, highlight key data, and assist with document creation
  • Operate across onboarding, servicing, and client engagement tasks
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Unified Onboarding HyperApp

Data Warehouse & Aggregation

  • Ensures your interactions are enriched with context
  • Aggregates structured, semi-structured, and unstructured data
  • Feeds insights into advisor desktop, onboarding app, and servicing tool
  • Maintains control of your tech stack and data architecture
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Why JIFFY.ai?

AI-native and financial services-focused

Purpose-built to address the unique engagement, compliance, and growth needs of Wealth firms, Banks and Credit Unions.

Enables personalization and compliance

Deliver tailored experiences while ensuring regulatory adherence and maintaining your firm’s identity.

Secure, scalable, and cost-efficient

Enterprise-grade security and scalability help you grow confidently while keeping costs under control.

Built on a no-code platform for fast customization

Easily adapt your firm's workflows and branding without heavy IT investments or long development cycles.

Delivers faster time-to-value with reduced TCO

Rapid deployment accelerates ROI, while AI-powered automation reduces operational expenses.

See Engagement AI in Action

Explore Engagement AI Solutions for Wealth Management

Explore Engagement AI Solutions for Banks and Credit Unions
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Elevate your advisor-client engagements, unlock rapid growth, and boost loyalty

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