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AI-powered Advisor Transition for Wealth Management

The process of transitioning advisors and their clients into your organization is often fraught with manual, paper-based procedures, resulting in "not in good order" (NIGO) documents, poor first impressions, and frustrating delays. Download this brochure to learn how JIFFY.ai’s AI-powered solution automates the entire advisor transition process, boosting efficiency and enabling your firm to start capturing revenue sooner.