“ 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.
Simplify and accelerate client onboarding across wealth management, banking, and insurance, ensuring a frictionless experience for all stakeholders.
Seamlessly onboard a diverse range of clients, from individual investors to complex entities, with a unified AI-powered solution.
Support over 50 unique registration types, ensuring compliance and flexibility for various investor profiles and account structures.
Integrate seamlessly with CRMs, custodians, and Turnkey Asset Management Platforms (TAMPs) to create a connected and efficient wealth management ecosystem.
Streamline onboarding with automated workflows that support multiple custodians, ensuring seamless account setup and management across platforms.
Leveraging our solution, fund your account from banks or other investment options.
Accelerate onboarding with automated workflows that streamline approvals, reducing delays and enhancing operational efficiency.
Harness the power of AI for document upload and extraction, streamlining data capture and enhancing accuracy during the onboarding process.
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.
Automate and track service requests in real-time for faster resolution and improved client experience.
Facilitates secure and fast domestic and international wire transfers with automated workflows, ensuring accuracy, compliance, and seamless fund movement.
Automates and accelerates IRA contributions and distributions with secure, seamless ACH transfers, ensuring compliance and efficiency in fund movements.
Quickly liquidates assets to meet cash requirements.
Assigns optimal investment models based on client goals.
Simplifies the process for updating client names, addresses and contact information seamlessly across systems.
Enables rapid modifications to beneficiary details.
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.
Get a unified, at-a-glance view of the book of business and key financial metrics.
Automate and track service requests in real-time for faster resolution and improved client experience.
Gain a holistic perspective of client interactions, transactions, and financial health.
Track account balances, investment holdings, and financial positions in one place.
Access real-time portfolio data to track investment positions, performance, and growth.
Monitor client interactions and manage service requests efficiently.
Simplify processes across multiple custodians with seamless data synchronization.
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.
