“ JIFFY.ai’s autonomous enterprise platform and HyperApps helped us free up our staff from routine and time-consuming manual tasks and redirect the capacity into creating superior client experiences. ”
Brent Gaddis, Head of Strategic Operations
Onboarding new wealth management advisors and investors often involves tedious, manual tasks due to siloed internal systems and disjointed workflows. JIFFY.ai streamlines and accelerates the entire onboarding process, allowing your advisors to deliver value to investors sooner and get them up and running quickly.
Expedite the onboarding journey with AI, ensuring accurate capture of essential details like investor identities, financial documents, and compliance information. Reduce reliance on manual data entry and streamline the entire process. Enhance efficiency, minimize errors, and deliver a seamless onboarding experience for both investors and advisors.
Automate the extraction of information from documents like passports, driver's licenses, address proofs, and income proofs. Use AI to route this data to downstream systems such as CRM (SalesForce, Wealthbox), Custodians and Clearing Firms (BNY Mellon/Pershing, Fidelity, Schwab, Apex Clearing), and TAMPs (Envestnet, AssetMark). This minimizes errors associated with manual data entry, ensuring a more accurate and compliant process.
Enable investors to choose the most suitable products with personalized recommendations. Streamline the selection process by offering tailored options that align with each investor's financial goals and preferences.
Leveraging our solution, fund your account from other banks, through debit card, or cash.
Verify investor identities and credentials faster and more securely with AI. By automating the analysis of vast datasets and cross-referencing information from sources such as LexisNexis, Onfido, Melissa, and Veriff, JIFFY.ai significantly reduces the time and effort required for identity verification.
Provide a fast, end-to-end, hassle-free onboarding experience by incorporating the account transfer process at the time of account opening. Ensure a seamless transition for investors, eliminating potential delays and enhancing overall satisfaction.
Connect your onboarding system with external platforms and downstream processes like CRMs, custodians, clearing firms, TAMPs, and other platform providers in your ecosystem for quick and seamless onboarding. Enhance data consistency and provide a unified, efficient onboarding experience for both advisors and investors. No more swivel chair! No more repetitive processing!
Growth in conversion rates
Growth in AUM
Reduction in onboarding costs
To go live
Investors communicate through various channels—chat, online, text, phone, or in person—and expect a seamless, delightful experience. JIFFY.ai automates account servicing requests from start to finish, whether initiated by clients, advisors, or the Home Office, while reducing administrative and support costs that impact margins.
Service cost reduced
Service time saved
Ensure servicing needs like address changes, beneficiary updates, loss harvesting, and rebalance requests are executed quickly and efficiently. Enhance investor satisfaction and enable advisors to focus more on strategic financial planning.
Make money movement faster and more secure with JIFFY.ai’s intuitive UI. Automate transfer workflows for frictionless transactions using AI, enhancing the security and reliability of financial transactions for investors.
JIFFY.ai comes pre-integrated with external platforms and downstream processes, eliminating silos, reducing redundancies, and ensuring real-time data exchange between systems. Whether interfacing with financial institutions, regulatory databases, or market analytics tools, JIFFY.ai facilitates a cohesive wealth management ecosystem, enabling swift and accurate information flow.
Use AI to automate account pre-screening, work item classification, trade reviews, and transfers for faster, more accurate servicing. JIFFY.ai provides real-time insights to advisors during client conversations, suggesting next-best actions and delivering data to support their points.
Eliminate manual paper-based tasks, freeing up advisors to focus on personalized client interactions. Empower advisors to build stronger and more meaningful relationships.
Our comprehensive dashboard empowers you to elevate client relations through actionable intelligence on books of business. From tracking asset growth to handling service requests, our solution ensures that you have everything you need to provide unparalleled service and insight, and foster lasting client trust.
Single-point access for all detailed client information, including balances, positions, activities, and accounts, all in one convenient view. Gain a clear snapshot of starting and ending assets, asset growth, and track portfolio performance, inflows and outflows closely with our intuitive dashboard.
Help clients to stay informed with timely announcements, ensuring they are always aware of important updates and opportunities.
Efficiently manage service requests with an organized workflow, ensuring quick response times and enhanced client satisfaction.
Bringing advisors and their investors into your organization often involves endless manual, paper-based processes, resulting in "not in good order" (NIGO) documents, a suboptimal impression, and delays. JIFFY.ai’s Advisor Transition solution automates the entire transition process, enhancing efficiency and helping your firm start capturing revenue sooner.
Gather advisor and investor information from sources like emails, physical forms, and ID cards faster, accurately, and securely with AI, and effortlessly transfer it from the existing firm to yours. Save significant costs and speed up the transition process. JIFFY.ai’s intelligent document processing capability retrieves data from structured, semi-structured, and unstructured documents of various types—images, scanned documents, PDFs, Word docs, and more.
Create a great first impression and deliver highly personalized experiences with our real-time, actionable dashboard. Minimize friction for advisors, employees, and investors.
Understand investor progress and advisor performance with our automated, custom dashboards for milestone-based reporting. Ensure transparency and foster a dynamic, responsive onboarding process by monitoring progress from the outset.
Save months in the transition process with seamless automated integrations with a wide range of third-party wealth management applications, ensuring smooth and error-free transitions. JIFFY.ai enhances interoperability, streamlines data updates, and eliminates manual effort by integrating with disparate applications and systems via APIs or UI-level interactions.
Faster app dev than traditional approach
Faster than any no-code / low-code
Lower Total Cost of Ownership (TCO)
Lightning-fast integrations
Set up Bank / Credit Union / Wealth firm quickly
JIFFY.ai empowers you to deliver delightful experiences to clients, advisors and third parties. Powered by the no-code platform, our Wealth Management solutions – AI Advisor, Investor Onboarding, Account Servicing, and Advisor Workstation – leverage next-gen AI capabilities from data capture and content generation to insights, analytics and assistance, to help drive growth, productivity, and operational efficiencies.
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Clients love working with our automation experts who have rich Wealth industry experience.
Our pre-packaged automation applications solve the industry’s most pressing challenges.
Modular and easy to deploy, our full-stack, extendable no-code automation platform delivers rapid ROI.
JIFFY.ai is pre-integrated with CRM, banking, mortgage, cards, wealth, loan and treasury systems.
