The Engagement AI vision earns recognition for reimagining how wealth management firms connect, serve and grow
Milpitas, CA | August 28, 2026 — JIFFYAI has been named a finalist in the WealthTech of the Year category at the 2026 US FinTech Awards, recognizing its innovative approach to transforming the advisor and client experience through Engagement AI for Wealth Management.
The US FinTech Awards recognize innovation and achievement across the U.S. financial technology sector. Entries across 24 categories are evaluated by an independent judging panel, with consideration given to customer needs, market potential, differentiation, innovation, and the ability to bring solutions successfully to market.
The recognition comes at a pivotal moment for both JIFFYAI and the wealth management industry. Across the industry, advisors are under growing pressure to deliver highly personalized, always-on client experiences while navigating fragmented technology, disconnected data, manual workflows, and administrative demands.
JIFFYAI’s Engagement AI for Wealth Management is an agentic AI-powered suite designed to turn fragmented interactions into one continuous, intelligent experience across the advisor and client journey.
Unlike point solutions that address individual workflows, Engagement AI brings together data, workflows, AI, and user experiences on a common platform. This helps wealth management firms acquire clients faster, serve them more efficiently, and scale personalized engagement without adding operational complexity.
“Being named a finalist in ‘WealthTech of the Year’ is meaningful because it recognizes something we believe the industry urgently needs: a better way to connect the many moments that make up the advisor-client relationship,” said Manish Pandey, Chief GTM and Marketing Officer, JIFFYAI. “Engagement AI is about moving beyond disconnected point solutions and giving wealth firms the intelligence, context, and capacity to make every interaction more valuable. We’re excited to see that vision recognized alongside some of the most innovative companies in U.S. fintech.”
The winners of the 2026 US FinTech Awards will be announced at the awards ceremony on November 19, 2026, at the Marriott Marquis, New York City.
About JIFFYAI
JIFFYAI helps RIAs, Broker-Dealers, Family Offices, and Banks & Trusts transform wealth management through AI-powered solutions that unify data, uplift client experiences, and unlock advisor capacity. Built on a centralized data foundation that aggregates information from custodians, CRMs, and other enterprise systems, JIFFYAI provides a single source of truth across the organization. Its solutions—including Unified Onboarding, Account Servicing, and Universal Desktop—streamline operations, improve efficiency, and enhance engagement throughout the client lifecycle. JIFFYAI’s Agentic AI capabilities further empower advisors with intelligent planning, scheduling, meeting preparation, insights, and workflow automation, enabling firms to scale personalized service, drive growth, and achieve operational excellence.
JIFFYAI — Unify Data. Uplift Experiences. Unlock Capacity.
Learn more at www.jiffy.ai
Media Contact:
Manish Pandey
manish.pandey@jiffy.ai