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JIFFY.ai empowers you to deliver delightful experiences to clients, advisors and third parties. Powered by the no-code platform, our Wealth Management solutions – Investor Onboarding, Account Servicing, Advisor Universal Desktop, AI Notetaker and AI Advisor – leverage next-gen AI capabilities from data capture and content generation to insights, analytics and assistance, to help drive growth, productivity, and operational efficiencies. 

JIFFY.ai | Automation Accelerating Innovation

JIFFY ai

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5 years ago

Videos

JIFFY ai

00:32:06

Future Ready Fireside Chat Preparing Wealth Firms for What’s Next

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2 months ago

JIFFY ai

00:31:08

From Smarter Meetings to Seamless Engagement Empowering Advisors

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JIFFY ai

00:45:39

Advise AI 2025 - Breakfast Briefing

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2 months ago

JIFFY ai

00:01:39

Unified Onboarding for Banks and CU's - JIFFY.ai

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6 months ago

JIFFY ai

00:00:57

Robotic Process Automation - JIFFY.ai

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6 months ago

JIFFY ai

00:01:06

Workflow Builder - JIFFY.ai

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6 months ago

JIFFY ai

00:01:06

Connectors - JIFFY.ai

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6 months ago

JIFFY ai

00:01:14

Document Extraction - JIFFY.ai

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6 months ago

JIFFY ai

00:01:09

No-Code ETL Tools - JIFFY.ai

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6 months ago

JIFFY ai

00:01:12

Delightful UI / UX - JIFFY.ai

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6 months ago

JIFFY ai

00:01:50

JIFFY.ai Platform Overview - Wealth

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6 months ago

JIFFY ai

00:01:58

AI Solutions for Wealth Management - JIFFY.ai

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6 months ago