Don’t Miss Our Speaking Sessions at T3

Engagement That Drives Growth and Productivity—See It Live at T3

Meet us at Booth #203

The future of Wealth Management belongs to firms that can grow faster, operate more efficiently, and deliver standout advisor-client experiences—without overwhelming advisors or tech teams.

At T3, JIFFY.ai is showcasing how our Engagement AI suite of solutions helps Wealth firms unify data, unlock timely insights, and uplift every interaction, turning client engagement into a measurable growth engine.

Higher advisor productivity. Less admin. More time with clients. Smarter engagement.

Wealth firms today face a familiar challenge: rising client expectations, fragmented technology, and advisors spending too much time on admin instead of relationships. Our Engagement AI suite enables firms to:

  • Drive growth—organic and scalable, even through change
  • Boost advisor productivity with AI that works quietly in the background
  • Give advisors more time with clients, not dashboards
  • Improve efficiency by reducing manual work and operational friction
  • Deliver timely, AI-driven insights that power better conversations

Experience Engagement AI

Stop by our booth at T3 to explore how Engagement AI connects the entire advisor journey

Seamless onboarding, servicing, & advisor desktop experiences

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Intelligent insights surfaced exactly when advisors need them

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Unified client across CRMs, custodians & core systems

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A tech foundation built for efficiency, scale, and speed

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Whether your focus is growth, modernization, advisor productivity, or operational efficiency, our team can help you achieve your goals.

Meet Us at Booth #203

Learn. See. Apply.

Join our sessions to get practical, real-world perspectives on how Engagement AI is transforming Wealth Management—from advisor productivity to enterprise-scale efficiency.

ADVISOR TRACK

From First Hello to Loyalty: Engagement AI Elevates Advisor–Client Experience

8.40AM - 9.10AM | March 11 | Celestin Ballroom D/E

Babu Sivadasan

CEO & Co-founder, JIFFY.ai

Why attend:

Advisors are under pressure to deliver hyper-personalized, always-on experiences—while juggling fragmented tools and limited time. In this session, learn how Engagement AI helps advisors:

  • Reduce admin work and preparation time
  • Gather timely, AI-driven insights before and during meetings
  • Strengthen relationships and drive organic growth
  • Deliver consistent, high-quality experiences at scale

See how AI works quietly behind the scenes—so advisors can focus on what matters most: clients.

Reserve Your Seat
ENTERPRISE TRACK

Agility Is the New ROI: Re-Architecting Wealth Tech Stack for Scale & Speed

11.50AM - 12.20PM | March 12 | Celestin Ballroom A

Tim Highland

Group President – Wealth Management, JIFFY.ai

Why attend:

Rigid, fragmented tech stacks are quietly slowing growth and inflating costs across Wealth enterprises.

In this session, you’ll learn how Engagement AI helps firms:

  • Improve efficiency and reduce operational drag
  • Unify data and eliminate workflow silos
  • Scale faster—organically or through acquisition
  • Accelerate time to value while lowering cost of ownership

Walk away with a clear, practical view of how to modernize your tech foundation without disrupting advisors or clients.

Reserve Your Seat

Meet Our Leadership Team at T3

Babu Sivadasan

CEO & Co-founder

Tim Highland

Group President – Wealth Management

Suma Mathew

Chief Product Officer

Suresh Ganapathy

Chief Solutions Officer

Sanjay Jain

Chief Financial Officer

Manish Pandey

Chief GTM and Marketing Officer

Have real conversations about what’s working—and what’s next—for growth, productivity, and engagement in Wealth Management.

Schedule a Meeting

If Engagement Is a Priority, Start Here

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