Fiserv Forum 2025

Financial Services AI Platform and Solutions for Banks and Credit Unions

JIFFY.ai is proud to partner with Fiserv to power the Workflow Advantage program. Together, we’re helping Banks and Credit Unions transform operations through Intelligent Workflow Automation. Our no-code, AI-powered platform delivers Treasury Onboarding & Servicing and Consumer Maintenance ensuring faster time-to-revenue, reduced risk, and superior customer experiences. From Treasury Onboarding with multi-entity, multi-service workflows and configurable risk engines, to Consumer Maintenance with seamless contact info updates, to Operational Workflow Management with predefined and customizable workflows - Fiserv and JIFFY.ai enable financial institutions to achieve growth, productivity, operational excellence, and deliver superior customer experiences within their existing technology ecosystems.

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AI-powered Treasury Onboarding and Servicing

Digitize onboarding end-to-end

JIFFY.ai helps to make the entire onboarding process super-fast and flawless from sign-up to account activation and first use, including treasury services. Start delivering value to your retail or commercial customers earlier, and get them up and running quicker with your products and services.

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AI-powered Consumer Maintenance

Make every customer interaction successful

JIFFY.ai automates all the front, middle and back-end account servicing processes including contact information updates, loan paid-off, and ACH management, from start to finish, while reducing administrative and support costs that eat away at your margins. So, you can be more responsive to customer needs.

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Operational Use Cases

Elevate customer experience to the next level

JIFFY.ai gives financial institutions the flexibility to run operations their way. You can leverage predefined workflows, edit them for unique needs, or create new ones with ease. This reduces manual effort, accelerates processes, and ensures your teams can respond faster to business and customer demands.

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Resources

Harnessing Digital Transformation for Operational Efficiency in Financial...
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Closing the Gaps in Onboarding: A Unified Digital Approach to Delivering a Great First...
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JIFFY.ai & Intelligent Automation for Core Modernization
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Fireside Chat with JIFFY.ai and VPCTech - The Impact of AI-Powered Solutions in Banking
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Navigating Legacy Modernization in Community Banks: The No-Code ...
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JIFFY.ai’s No-code AI Platform for Enterprise Digital Transformation
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Explore Our Solutions

Meet our experts at Fiserv Forum to schedule a demo.

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