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Driving Digital Transformation with JIFFY.ai’s AI-Powered Intelligent Automation | No-Code Solutions

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# Unify Data. Unlock Insights. Uplift Experiences.

Transform advisor-client interactions with AI solutions for advisory meetings, seamless onboarding (including account opening), and intuitive advisor desktops. Deliver unmatched value and personalization while retaining full control over your data and tech stack.

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- Data
- Insights
- Experiences

### Data, Unified and Secure

Bring all your information together with our Data Warehouse & Aggregation solution. It unifies structured, semi-structured, and unstructured data from custodians, CRMs, and internal systems. This creates a single source of truth that enables personalized, compliant, and scalable engagement.

#### Data Aggregation

Wealth management firms need a unified view of client and operational data to make faster, smarter decisions. Our Data Aggregation solution layer seamlessly connects to CRMs, custodians, account cores, and external systems across the ecosystem. It pulls data in real time or batch mode, ensuring downstream systems always have timely, accurate, and complete information.

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#### Data Warehouse

Once aggregated, data must be normalized and made analytics-ready. Our cloud-native Data Warehouse ingests structured, semi-structured, and unstructured data from multiple sources, transforming it into consistent, usable formats. Supporting both real-time and batch data, it powers advanced analytics and insights, enabling advisors to deliver personalized experiences, ensure compliance, and drive growth.

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### Insights, That Drive Action

Unlock the power of intelligence with AI-powered Notetaker, Advisor Universal Desktop, and Next-Gen AI Agents. These solutions capture context from conversations, surface real-time insights related to meetings, Book of Business, or clients. They help advisors and operations teams stay focused on value creation.

#### Advisor Universal Desktop

Gain comprehensive insights about books of business, with a keen focus on assets, client profiles, accounts and service requests. Our comprehensive dashboard empowers you to elevate client relations through actionable intelligence.

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#### Next-gen AI Agents

Advisors often spend valuable time piecing together client data from multiple systems. Our Next-gen AI Agents change this by delivering real-time insights, automating reports, and ensuring compliance. They empower advisors to make faster decisions, ensure sharper portfolio visibility, and free up more time for client strategy. Discover how our AI agents transform data into action.

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### Experiences, Seamless and Scalable

Create seamless, personalized journeys with Unified Onboarding and Account Servicing. These solutions accelerate account opening, simplify service requests, and empower advisors to engage clients with speed and efficiency. These applications create a delightful investors’ experience at every stage of their interactions.

#### Investor Onboarding

The process of onboarding new Wealth Management advisors and investors is fraught with tedious, manual tasks, due to siloed internal systems and disjointed workflows. The solution fast-tracks the entire onboarding process, so your advisors can deliver value to investors earlier, and get them up and running in a jiffy.

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#### Account Servicing

Automate account servicing requests from start to finish, ensuring a smooth and efficient process for clients, advisors, and the Home Office. Our AI solution not only helps enhance client satisfaction but also significantly reduces administrative and support costs, positively impacting your margins.

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#### AI-powered Notetaker

Advisors spend as much time on meeting prep and follow-up as in client meetings. Our AI-Powered Notetaker automates pre-meeting briefs, real-time note capture, and post-meeting follow-ups. With seamless CRM integration, it boosts productivity, ensures compliance, and frees advisors to focus on building deeper client relationships.

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#### Next-gen AI Agents

Clients expect every interaction to be timely, personalized, and seamless. Our Nex-gen AI Agents enable advisors to deliver just that—analyzing sentiment, suggesting next-best actions, and automating communications. This helps strengthen trust and streamline engagement across the client lifecycle. Explore how our AI agents elevate client relationships.

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## Delivering Meaningful Engagement At Every Touchpoint For Financial Services

#### < 8 weeks

Requirements to go live

#### 50%+

Lower onboarding costs

#### 30-50%

Lower service costs

#### 50%+

Service time saved

#### Orion Accelerates Critical Operations

The US financial services leader saved thousands of manual hours by automating customer data porting statement curation and notifications.

#### Cetera Streamlines Rep Transactions

The US-based financial services hub transformed rep and investor transaction experiences while building scalable operations using our no-code solutions.

#### Driving Seamless Engagement with AI

A leading clearing and custody provider boosted advisor productivity by over 40% and cut service time up to 50% using our Engagement AI solutions.

#### Saving Costs, Elevating Onboarding

One of the largest financial institutions in the US reduced onboarding costs by over 30% and delivered seamless investor experiences with our AI solution.

> “ JIFFY.ai’s no-code platform and apps enabled Cetera to build digital business operations sustainably, and to provide seamless transaction experiences to clients and financial representatives. ”

Brent Gaddis, Head of Strategic Operations

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> “ We are confident about setting up a roadmap towards sustainable digital transformation by applying (JIFFY.ai's) automation to address our specific business challenges. ”

Randy Lambert, Chief Operations Officer

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> “ JIFFY.ai's AI-powered platform enabled us to integrate all of our core applications and deliver an innovative and delightful client experience, quickly and easily. ”

Jon Hendry, EVP and Chief Technology Officer

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### Frequently Asked Questions (FAQs)

What is Engagement AI?

Engagement AI uses artificial intelligence to understand, anticipate, and respond to customer needs—creating more personalized and efficient interactions across the lifecycle, from planning and onboarding to servicing and managing.

What are Engagement AI solutions?

These are pre-integrated AI-powered tools designed to enhance client and advisor experiences across all engagements such as client onboarding, account servicing, and advisor transition in financial services.

What AI solutions are available for Wealth Management firms?

JIFFY.ai offers end-to-end AI solutions for investor onboarding, account servicing, universal advisor desktop and advisor transition, which encompass critical tasks such as product selection, risk profiling, and compliance—tailored for wealth management.

Does JIFFY.ai offer pre-built industry solutions?

Yes, JIFFY.ai has pre-configured solutions for client-focused industries such as wealth management and banking—service providers use them to embark on their transformation strategies faster.

How can financial advisors use AI?

Financial Advisors can use AI to automate routine tasks, offer tailored product recommendations, and gain real-time insights for better decision-making.

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