Wealth Management
Digitally Transform Your Wealth Management Business
JIFFY.ai's AI-powered enterprise platform and HyperApps, purpose-built for Wealth Management, deliver delightful digital experiences, intelligent automation that drives operational efficiency, increase revenues, and ensure effective risk and compliance oversight.
AI-powered Wealth Management Solutions
Problem
The process of onboarding new Wealth Management advisors and investors is fraught with tedious, manual tasks. Transparency is often lacking, and gathering and moving customer data across systems is laborious and error-prone. Everyone involved can become dissatisfied, which makes it challenging to make a great first impression.
Solution
JIFFY.ai’s no-code HyperApps provide an integrated, autonomous experience, simplifying operational processes and workflows end-to-end – from onboarding advisors and investors to account servicing – and many tasks in between. Our unified solutions makes it easy to transfer advisors, onboard and service new accounts, and track progress from day one.
" Cetera’s financial advisors and their clients have high expectations regarding personalized services, transparency, and timely information. Meeting these expectations while balancing operational efficiency has been a constant challenge. By integrating no-code automation as a strategic business transformation pillar, we are better able to meet business objectives and drive operations that are resilient, efficient, and scalable. "
Brent Gaddis, Head of Strategic Operations, Cetera Financial Group
Our Product Offerings
Unified Onboarding
Digitize onboarding end-to-end
JIFFY.ai fast-tracks the entire onboarding process. Start delivering value to customers earlier, and get them up and running quicker with your products and services.
Digitize documents
Classify the contents of various documents from multiple sources, and automatically route them for processing.
Save time and money
Complete onboarding paperwork quickly and easily with intelligent AI and machine learning models.
Know Your Customer faster
Verify customer identities and credentials faster, leveraging JIFFY.ai’s seamless handshakes with numerous third-party systems.
Streamline asset transfers
Provide a hassle-free, fast onboarding experience, and free up advisors to focus on serving investors’ needs.
Integrate end-to-end
Connect your onboarding system with external platforms and downstream processes for quick and effortless onboarding.
Advisor Transition
Automate and streamline advisor transitions
Bringing an advisor and their investors into your organization involves endless manual, paper-based processes, leading to "not in good order" (NIGO) documents and a bad first impression. JIFFY.ai automates an advisor's transition end-to-end, to maximize efficiency and to help you save time and money. With our solution, your ability to capture revenue sooner is significantly increased.
Get up and running in a jiffy
Save months from the transition process with seamless automation.
Improve the investor experience
Create a great first impression and minimize investor dissatisfaction with our intuitive client data gathering portal and real-time dashboard.
Reduce data entry
Use JIFFY.ai’s Advisor Transition HyperApp™️ to securely gather and share investor data, and to move it from the existing firm to your firm effortlessly.
Track progress from Day One
Understand investors’ progress and advisors’ performance with built-in automated reporting.
Account Servicing
Make every client interaction delightful
Investors communicate with you in different ways -– 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 eat away at margins.
Accelerate servicing
Ensure address changes, beneficiary changes, harvest losses, rebalance requests and other similar requests are executed quickly and efficiently.
Boost Home Office efficiency
Automate account pre-screening, work item classification, trade reviews, transfers for faster servicing and higher accuracy.
Save time and money
Eliminate manual paper-based tasks, freeing up advisors to build stronger client relationships.
Streamline wire transfers
Make wire transfers faster and highly secure using JIFFY.ai’s intuitive UI, and automate transfer workflows for frictionless transactions.
Automate recurring deposits
Help clients meet their financial goals by never missing a deposit.
JIFFY.ai Autonomous Enterprise Platform
Build your own digital transformation of the customer experience, in a jiffy. Contact us to learn more.
The JIFFY.ai Advantage
We speak your language
Clients love working with our automation experts who have rich Wealth Management industry experience.
We understand your challenges
Our automation applications solve the industry’s most pressing challenges.
We fast-track your transformation
Modular and easy to deploy, our full-stack, extendable no-code automation platform delivers rapid ROI.
We integrate well with the ecosystem
" We knew the first step was finding a partner who understands our complex business and needs, while also being on the same page with our process roadmap before we started talking about automation. As we examined effort-intensive process areas, we realized that the entire landscape of employee-driven operations—from trade notifications to corporate actions—had to change. "
Randy Lambert, Chief Operations Officer
Resources
JIFFY.ai for
Wealth Management
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