AI-powered No-code Platform for Financial Services

Unify. Simplify. Modernize.

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“ By integrating no-code automation as a strategic business transformation pillar, we are better able to meet business objectives and drive operations that are resilient, efficient, and scalable. ”

Brent Gaddis, Head of Strategic Operations

JIFFY.ai Financial Services AI Platform

Accelerate Enterprise Modernization with AI Precision and No-code Ease

JIFFY.ai empowers you to deliver delightful experiences to clients, advisors and third parties. The AI-powered no-code platform enables business users and enterprise teams to automate processes, streamline operations, ensure compliance, drive innovation, and digitally transform their business by assembling technology—without writing code.

Powered by the platform, our industry-ready solutions leverage next-gen AI capabilities from data capture and content generation to insights, analytics and assistance, to help drive growth, productivity, and operational efficiencies.

Platform Overview

Delightful user experience builder

Assemble widgets and forms rapidly to build rich, modern experiences for advisors, investors and employees.Create customized, rich-UI widgets that meet your business needs with just a few clicks and deliver powerful personalized experiences faster.

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Intelligent document digitization

Use AI models to convert PDF forms into digital forms, and create UI and Business Objects that closely mirror the input file.

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AI-Powered document extraction

Build or integrate AI models for understanding structured or unstructured documents, and drive autonomous decision-making. JIFFY.ai identifies and extracts relevant data from various documents and feeds it to the destination applications automatically.

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AI-enabled application blueprints

Build your stories and understand how your application components come together. Extract insights from a wide range of pre-integrated third–party systems (custodians, CRM systems), automate decision-making, and enhance customer experiences, without writing a single line of code.

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Data and relationship business object modeling

Model your business data with domain-ready business objects. Through meticulous modeling of data and relationships between various business objects, such as customers, products, and transactions, your business users can optimize processes, enhance data integrity, and ultimately drive greater efficiency and innovation across operations.

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AI-powered integration with APIs

Leverage pre-built integrations across standard applications or build new connectors on-the-fly using AI to bridge the gaps between different applications and enable smooth data flow across your ecosystem. Our platform integrates seamlessly with most popular enterprise systems such as such as Wealth Management systems, TAMP systems, CRM, ERP, Account Processing Systems, Loans, Payments, and more.

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Robotic Process Automation (RPA)

Automate repetitive manual steps on screen for web, desktop or legacy applications. Streamline interconnections with legacy systems without APIs.

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Built-in process and workflow designer

Invoke design tasks and workflows from the UI or APIs. With JIFFY.ai’s robust workflow designer, you can define the sequence of tasks, assign responsibilities, and set up conditional logic to handle a wide range of business scenarios. Visualize your workflows, track progress, and ensure efficient collaboration across teams.

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Transformational ETL editor

Perform powerful large-volume data transformations and set them up with a few clicks. JIFFY.ai’s Bulk Data Processing (ETL) editor module handles rapid data transformation operations involving millions of records around key enterprise processes such as customer onboarding, advisor transition, or others.

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Create, Launch, and Manage Transformative AI Applications in No Time with No Code

10x

Faster app dev than traditional approach

5x

Faster than any no-code / low-code

40%

Lower Total Cost of Ownership (TCO)

Months to
Minutes

Lightning-fast integrations

Domain-ready
business model

Set up Bank / Credit Union / Wealth firm quickly

No-code AI Platform for Enterprise Digital Transformation
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Why JIFFY.ai?

Ready-made AI solutions for your industry

Start delivering delightful user experiences with fully automated middle and back offices rapidly with our transformative pre-built AI solutions for key processes such as Investor Onboarding, Account Servicing or Advisor Transition, or build your own in no time.

Sophisticated business domain-centric model

The domain-aware JIFFY.ai platform enables business users to create sophisticated solutions that involve complex data models, rich-UI screens and menus, sophisticated attributes, and linkages between business entities—faster.

Faster than the rest

JIFFY.ai offers an end-to-end transformation experience that empowers users to build business solutions 10X faster than traditional approaches, and enables enterprises to innovate at scale.

Collaborative and Flexible

Business users can weave their perspectives into the technology fabric right from the start, reducing gaps between requirements and outcomes, minimizing delays, and enhancing overall efficiency.

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