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AI-Powered Notetaker for Wealth Managers & Financial Advisors

Financial advisors today spend nearly as much time preparing for and following up on meetings as they do engaging with clients. JIFFY.ai’s AI-Powered Notetaker changes that by empowering advisors to deliver seamless, insightful, and personalized interactions from the very first discovery meeting through every stage of the client relationship.

This brochure showcases wealth advisory firms can leverage the Notetaker to:

• Free up hours every week for client-facing work
• Automate meeting prep, documentation, and follow-up
• Ensure compliant, audit-ready notes and task records
• Create more consistent, high-quality client experiences

Download the brochure to discover how our AI-Powered Notetaker helps you focus more on people, not paperwork.