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Engagement AI Solutions for Wealth Management—An overview

Today’s wealth management clients expect more than occasional check-ins from their advisors—they demand proactive, personalized, and seamless interactions across every channel. Yet most advisors are stretched thin, managing 50–150 clients while juggling non-core tasks that leave little time for building meaningful relationships. JIFFY.ai’s Engagement AI suite of solutions is built to change that.

Engagement AI: Unify Data. Unlock Insights. Uplift Experiences.

Purpose-built for Wealth Management firms, our AI-powered solutions enable:

• Unified Onboarding – Frictionless onboarding across asset classes and custodians.
• Seamless Servicing – Streamlined client requests, updates, and transactions.
• Advisor Universal Desktop – One workspace with 360° client views and predictive insights.
• AI Notetaker – Captures conversations and sentiment for actionable engagement.
• Data Warehouse & AI Agents – Unify data, surface insights, and drive personalized interactions.

With Engagement AI, wealth firms can attract more prospects, convert faster, and create memorable experiences that drive growth.

Download the brochure to explore how Engagement AI can elevate your advisor productivity and client engagement experiences.