“ JIFFY.ai’s no-code platform and HyperApps enabled Cetera to build sustainable digital business operations and provide seamless transaction experiences to clients and financial advisors. With this partnership, we were able to boost process transparency and accuracy, reduce dependency on offshore outsourcing models, and manage risk more efficiently. ”
Brent Gaddis, Head of Strategic Operations, Cetera Financial Group
JIFFY.ai’s AI-powered, no-code Autonomous Enterprise Platform and HyperApps purpose-built for Wealth Management, enabled Cetera to build and scale business-critical process automations rapidly. Cetera’s users were able to design and deliver transformative experiences for complex processes involving various processing stages, multiple business rules, and different data sources or types.
By seamlessly integrating with disparate industry applications / systems via APIs or UI level interactions, JIFFY.ai improved interoperability, streamlined data updates, and eliminated manual operations in these processes.
The workflow engine allowed easy orchestration of various tasks and enabled business users to quickly resolve exceptions or approvals. The data processing engine empowered them to modify business rules through simple configurations, in sync with changing needs, thus reducing the burden on technical teams. Reporting and monitoring was made easy with highly customizable dashboards that were easy to build/edit based on the user’s need.