UNIFIED ONBOARDING

Transform Onboarding End-to-End with AI

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.

Schedule Demo

Over 40%

Growth in conversion rates

20-40%

Growth in AUM

50%

Reduction in onboarding costs

< 8 weeks

To go live

Key Features of Unified Onboarding

Unified onboarding across all asset classes

Simplify and accelerate client onboarding across wealth management, banking, and insurance, ensuring a frictionless experience for all stakeholders.

Onboard different client types

Seamlessly onboard a diverse range of clients, from individual investors to complex entities, with a unified AI-powered solution.

More than 50 registration types

Support over 50 unique registration types, ensuring compliance and flexibility for various investor profiles and account structures.

Building ecosystem with CRMs, multi-custodians & TAMPS

Integrate seamlessly with CRMs, custodians, and Turnkey Asset Management Platforms (TAMPs) to create a connected and efficient wealth management ecosystem.

Multi-custodian support

Streamline onboarding with automated workflows that support multiple custodians, ensuring seamless account setup and management across platforms.

Account funding

Leveraging our solution, fund your account from banks or other investment options.

Seamless approval process

Accelerate onboarding with automated workflows that streamline approvals, reducing delays and enhancing operational efficiency.

AI-powered document upload & extraction

Harness the power of AI for document upload and extraction, streamlining data capture and enhancing accuracy during the onboarding process.

Resources

AI-powered Unified Onboarding Solution

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AI-Powered Digital Onboarding for Weal..

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