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How AI-Powered Digital Onboarding is Driving Growth for Wealth Management Firms

In an attempt to address the demands from tech-savvy clients and new-age competitors, many wealth management firms are digitizing their onboarding workflows to reduce costs and streamline operations. Artificial Intelligence (AI)-powered digital solutions for investor and client onboarding accelerate time-to-revenue and meet the expectations for customized, accessible and transparent experiences.

Read this white paper to learn more about the benefits and challenges of implementing an AI-driven digital onboarding experience, and also how JIFFY.ai’s Unified Onboarding HyperApp closes the gaps in a fractured onboarding process with an automated, personalized approach.