ACCOUNT SERVICING

Delight Investors with Every Transaction Using AI

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.

Schedule Demo

30-50%

Service cost reduced

50%

Service time saved

Key Features of Account Servicing

Service requests

Automate and track service requests in real-time for faster resolution and improved client experience.

Wire transfers

Facilitates secure and fast domestic and international wire transfers with automated workflows, ensuring accuracy, compliance, and seamless fund movement.

IRA ACH transfers

Automates and accelerates IRA contributions and distributions with secure, seamless ACH transfers, ensuring compliance and efficiency in fund movements.

Raise cash

Quickly liquidates assets to meet cash requirements.

Model assignment

Assigns optimal investment models based on client goals.

Client information updates - name change / address change

Simplifies the process for updating client names, addresses and contact information seamlessly across systems.

Beneficiary update

Enables rapid modifications to beneficiary details.

Resources

AI-powered Unified Account Servicing

Download brochure

Orion Saves Thousands of Manual Hours

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