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AI-powered Account Servicing for Asset & Wealth Management Firms

Account servicing is a critical touchpoint in client interaction for asset and wealth management firms. Investors expect swift and accurate resolutions to their requests—and a seamless, delightful experience every time. Download this brochure to learn how JIFFY.ai’s AI-powered Account Servicing solution automates servicing requests from start to finish, whether initiated by clients, advisors, or home offices, while reducing administrative and support costs that impact margins.