JIFFYAI

Key Features

• Data Warehouse & Aggregation: Unifies structured, semi-structured, and unstructured data from custodians, CRMs, and internal systems.
• Unified Onboarding: Fast-tracks the onboarding process for advisors and investors.
• Account Servicing: Automates account servicing requests from start to finish.
• Advisor Universal Desktop: Unifies data, tools, and workflows into a single intelligent workstation.
• Advisor Companion: AI-powered companion that analyzes sentiment, suggests next-best actions, and automates communications.
• AI-powered Notetaker: Automates pre-meeting briefs, real-time note capture, and post-meeting follow-ups.
• No-code Platform: Enables building digital business operations sustainably.

Who It’s For

• RIAs
• Broker-Dealers
• Family Offices
• Banks and Trusts
• Advisory and Client Engagement teams
• Operations and Servicing teams
• Investment and Portfolio Management teams
• Risk and Compliance teams

Key Benefits

• Pre-built solutions for wealth management and banking accelerate time to go live (under 8 weeks).
• Reduces onboarding costs by up to 30% and service costs by 30-50%.
• AI-powered notetaker and companion automate tasks and provide real-time insights.
• Integrates with CRMs, custodians, and other systems to unify data.