Legacy systems slow advisor and client engagement, increase compliance risk, and block growth. Engagement AI solutions, purpose-built for the Wealth Management industry, change all that by:

Unifying data

across CRMs, custodians, and internal systems.

Unlocking insights

with AI-powered tools like Notetaker, Advisor Universal Desktop, and next-gen AI agents.

Delivering personalized experiences

throughout onboarding, servicing, and client interactions—without sacrificing compliance or control.

On October 2nd, join JIFFY.ai’s leaders for a fireside chat on how Engagement AI transforms advisor-client interactions and delivers measurable ROI. Powered by our no-code platform, these solutions help wealth firms modernize engagement workflows end-to-end—while keeping full control of their tech stack and data.

In this session, you’ll discover:

• Why Engagement AI is the new driver of ROI in wealth management
• How it transforms the 4 ROI pillars: revenue, productivity, cost, and risk
• Real-world case studies from industry leading Financial Institutions
• How to re-architect client engagement for scale, personalization, and compliance with AI-enhanced onboarding, servicing, and advisor desktop tools