Engagement AI for the Wealth Advisor
Unify Data. Uplift Experiences. Unlock Capacity.
See how our Engagement AI suite brings intelligence into the moments that matter, from preparing for a client conversation to getting the next task done.
Meet JIFFYAI at TECH24One client journey. Less jumping between systems.
Advisors today don’t need another place to search, click or update. They need the right context at the right moment, and a faster path from knowing what matters to getting something done to make every client interaction count.
That’s the idea behind Engagement AI.
It connects data, intelligence and workflows across the advisor experience, helping teams move seamlessly from client interaction to insight, action and task completion.
Built to work with the systems advisors already rely on
Through our integration with Schwab Advisor Services, JIFFYAI helps firms connect Schwab account and portfolio data with the broader advisor workflow, bringing information, intelligence and action together in one connected experience.
Unify Data
Data Warehouse
Bring together the information advisors need to understand the client.
Uplift Experiences
Unified Onboarding | Account Servicing | Advisor Universal Desktop
Move everyday client and advisor workflows forward with fewer steps and handoffs.
Unlock Capacity
Advisor Companion
Bring relevant intelligence to the advisor before, during and after every interaction.
AI Lounge
Your CRM, before you need it: The AI Companion that keeps advisors one step ahead
What if your CRM could prepare you for the day before you ever opened it?
Join Babu Sivadasan, Founder & CEO, JIFFYAI, for a quick look at an advisor experience where intelligence comes forward instead of waiting to be searched for.
See how our Advisor Companion helps advisors:
- Prepare before a client meeting
- Capture and connect context during and after the conversation
- Identify what matters next
- Carry that intelligence into client onboarding and servicing
In Boston? Come meet the JIFFYAI team at TECH24
Bring your questions about advisor productivity, client experience, onboarding, servicing—or simply what you’re seeing from AI in your firm.
We’ll bring the demos.
Babu Sivadasan
Founder & CEO
Suma Mathew
Chief Product Officer
Suresh Ganapathy
Chief Solutions Officer
Tim Highland
Group President – Wealth Management
Manish Pandey
Chief Business and GTM Officer
Alex Trogstad
Senior Account Executive
Rishi Nair
Sales Engineer
Make every client interaction count
Schwab IMPACT 2026