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Unified Investor-Advisor Onboarding HyperApp

Seamless client onboarding remains central to an investor-centric business model. Alarmingly, only about one in five providers have fully digitized the critical onboarding processes. Downlod this brochure to learn how JIFFY.ai's AI-powered Unified Onboarding HyperApp transforms onboarding entirely, and helps your wealth management firm to provide a user-friendly, fully digital experience to investors and advisors.