Engagement AI that
makes every advisor
interaction count

One platform that unifies your client data, streamlines onboarding and servicing, and puts an AI Companion in every advisor's corner — so your team spends time on relationships, not systems.

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Trusted by Clients and Partners

Built for Modern Wealth Management

Enable advisors to be more productive, meet rising client expectations with personalized experiences, and overcome operational complexity with intelligent solutions built for wealth management.

Data, Unified and Secure

Consolidate and normalize data from custodians, CRMs, statements, emails, and more in a powerful data warehouse.

Data Warehouse

Data Warehouse

Turn scattered wealth data into meaningful insights with the cloud-native JIFFYAI Data Warehouse. Consolidate and normalize data from across your ecosystem to power personalized advice, strengthen compliance, improve visibility, and support business growth at scale.

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Data Aggregation

Data Aggregation

Bring all your client and operational data together with the JIFFYAI Data Aggregation solution. Seamlessly connect custodians, CRMs, and core platforms to give advisors and operations teams timely, accurate information for faster decisions and smoother client experiences.

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Experiences, Seamless and Scalable

Rich end-to-end onboarding, servicing, and operations management, coupled with an AI Companion.

Advisor Universal Desktop

Advisor Desktop

Give advisors a single, intelligent workspace to simplify operations and manage client relationships more efficiently. The JIFFYAI Advisor Desktop brings together data, workflows, and insights across books of business, accounts, and service requests to help deliver personalized client experiences.

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Unified Onboarding

Unified Onboarding

Make advisor and client onboarding faster and easier with the JIFFYAI Unified Onboarding solution. Eliminate manual handoffs and disconnected workflows to accelerate account opening, reduce friction, and help advisors start delivering value sooner.

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Account Servicing

Account Servicing

Simplify and automate account servicing from request to resolution with the JIFFYAI Account Servicing solution. Deliver faster, smoother experiences for clients and advisors while reducing administrative effort, lowering support costs, and improving operational efficiency.

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Capacity, Unlocked and Scalable

Plans your day, prepares for meetings, and provides insights — while helping with onboarding, servicing, and operations.

Advisor Companion

Advisor Companion

Equip advisors with the JIFFYAI Advisor Companion that delivers real-time market and client insights, meeting support, and personalized daily guidance. Accelerate decision-making, enhance book-of-business visibility, and free up more time for client strategy and growth.

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AI-powered Notetaker

AI Notetaker

Reduce the administrative burden around client meetings with our AI Notetaker. Streamline meeting preparation, capture notes in real time, and generate follow-ups seamlessly integrated into your CRM, helping advisors stay productive, compliant, and client-focused.

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Proven Impact

Measurable Outcomes Across Wealth Management Operations

Delivering quantifiable efficiency, productivity, growth, and client experience improvements at scale.

Time to Value

< 8 weeks

Requirements to go live

Cost Efficiency

30%

Onboarding cost savings

Operational Savings

30–50 %

Lower service costs

Speed Gains

50%

Faster servicing

Who We Serve

Delivering Meaningful Client Engagement At Every Touchpoint

Businesses

RIAs 01
Broker-Dealers 02
Family Offices 03
Banks & Trusts 04

Users

Advisory & Client Engagement 05
Operations & Servicing 06
Risk & Compliance 07
RIAs

Registered Investment Advisors

Scale Client Growth. Simplify Advisory Operations.

Free advisors from operational bottlenecks and focus on growing AUM and strengthening client relationships. Unify onboarding, servicing, data, and workflows across your ecosystem while delivering personalized, AI-driven client experiences efficiently and at scale.

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Who We Serve

Delivering Meaningful Client Engagement At Every Touchpoint

Registered Investment Advisors

Scale Client Growth. Simplify Advisory Operations.

Free advisors from operational bottlenecks and focus on growing AUM and strengthening client relationships. Unify onboarding, servicing, data, and workflows across your ecosystem.

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Broker-Dealers

Empower Brokers With Smarter, Faster Operations.

Accelerate onboarding, reduce operational friction, and strengthen compliance with AI-powered workflows. Give brokers a unified workspace with real-time insights and intelligent assistance.

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Family Offices

Simplify Complexity Across Family Wealth Operations.

Unify data across entities, assets, and systems while automating servicing and reporting workflows. Deliver personalized, modern experiences for current and next-generation stakeholders.

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Banks and Trusts

Deliver High-Touch Wealth Experiences at Scale.

Accelerate client acquisition, streamline servicing, and reduce operational overhead with AI-powered workflows. Deliver personalized, white-glove experiences while growing assets efficiently.

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Advisory & Client Engagement

Empower Advisory Teams to Engage Clients Smarter.

Accelerate growth, reduce operational friction, and deliver more personalized client experiences with AI-powered onboarding, servicing, and advisor workflows.

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Operations & Servicing

Streamline Operations Without Slowing Growth.

Accelerate onboarding, servicing, and advisor transitions with AI-powered workflows that reduce manual effort and improve turnaround times at scale.

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Risk & Compliance

Simplify Compliance While Strengthening Risk Oversight.

Automate KYC, AML, and regulatory workflows to reduce manual effort. Unify data across systems to deliver real-time risk visibility and streamline compliance processes.

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Success Stories

Driving ROI Across Wealth Management Operations

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Cetera
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80% Capacity Gain

Cetera

Cetera Unifies Transactions, Unlocks Capacity

The US-based financial services hub streamlined rep and investor transactions with our no-code AI solutions, creating scalable operations and faster service experiences.

Leading Clearing & Custody Provider
40% Productivity Boost

Leading Clearing & Custody Provider

Uplifting Advisor Engagement with AI

A leading clearing and custody provider enhanced advisor experiences with our Engagement AI solutions, improving productivity and accelerating service delivery across operations.

Top Financial Services Institution
30% Lower Costs

Top Financial Services Institution

Streamlining Onboarding, Elevating Experiences

One of the largest US financial institutions transformed investor onboarding with our AI solution, reducing operational costs while delivering faster, more seamless client experiences.

Orion
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1000s Hours Saved

Orion

Orion Boosts Operations Efficiency With AI

The US financial services leader automated customer data porting, statement curation, and notifications to eliminate manual effort and accelerate critical operations at scale.

Client Voices

See How Wealth Leaders Transform With JIFFYAI

WHAT'S NEW

Updates, Insights, and Perspectives

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Blog
BLOG

The Complete Guide to AI-Powered Client Onboarding in Wealth Management

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Podcast
PODCAST

How AI Is Rewiring the Advisor Tech Stack

Listen to Podcast
White Paper
WHITE PAPER

AI That Acts, Not Just Analyzes: The Wealth Manager's Guide to Agentic AI

Download White Paper

Frequently Asked Questions

JIFFYAI empowers wealth management firms to unify data, uplift client experiences, and unlock advisor capacity through its Engagement AI suite.

Wealth firms today face a fragmented technology landscape — disconnected systems, manual workflows, and limited real-time visibility into client data make it difficult to deliver a consistent, high-quality advisor and client experience. Built on a centralized data foundation that aggregates information from custodians, CRMs, and other enterprise systems, JIFFYAI provides a single source of truth across the organization, and connects every stage of the advisor and client journey.

The Engagement AI suite—including Unified Onboarding, Account Servicing, and Universal Desktop—streamlines operations, improves efficiency, and enhances engagement throughout the client lifecycle. JIFFYAI's Agentic AI capabilities further empower advisors with intelligent planning, scheduling, meeting preparation, insights, and workflow automation, enabling firms to scale personalized service, drive growth, and achieve operational excellence.

Explore JIFFYAI's Wealth Management Solutions.

JIFFYAI is built for wealth management firms of all types — RIAs, broker-dealers, banks and trusts, and family offices.

The Engagement AI suite serves these firms through five core solutions:

  • Unified Onboarding — Digital, end-to-end client onboarding that eliminates manual paperwork and accelerates time to funded account
  • Account Servicing — Streamlined post-onboarding workflows that keep client records accurate and service requests moving without ops bottlenecks
  • Universal Desktop — A unified advisor workspace that surfaces the right client context, tasks, and insights in one place; no swivel-chair between systems
  • AI Advisor Companion — An always-on AI assistant that helps advisors prepare for their day: meeting prep, automated note-taking, follow-up scheduling, client reviews, and compliance-ready documentation, improving advisor efficiency by 40% or more
  • Unified Data Warehouse — The intelligence layer that powers everything. Aggregates, normalizes, and connects data across custodians, CRMs, planning tools, and other systems into a single source of truth, enabling every other solution to work with accurate, real-time client data

Together, these solutions allow wealth firms to scale operations, deepen client relationships, and free advisors to focus on advice — not administration.

Learn more about JIFFYAI's Engagement AI Solutions.

Yes. JIFFYAI is listed on The Wealth Mosaic, a leading global WealthTech directory serving wealth managers, RIAs, broker-dealers, asset managers, and private banks worldwide.

For wealth firms evaluating technology, independent validation matters. JIFFYAI is also included in The Wealth Mosaic's AI WealthTech Market Map (June 2026 edition), which tracks how AI is being applied across different areas of wealth management technology — from adviser support tools and portfolio management to compliance oversight and operational infrastructure.

JIFFYAI was featured on BusinessWire and Wealth Solutions Report's WealthTech Roundup, following the launch of the AI Advisor Companion at the T3 Technology Conference in New Orleans in March 2026.

Read the announcements featured on The Wealth Mosaic, T3 Technology Hub, and BusinessWire.

Yes. Babu Sivadasan, CEO of JIFFYAI, was a featured guest on Episode 340 of the WealthTech Today podcast, hosted by Craig Iskowitz, founder and CEO of Ezra Group, the leading WealthTech strategy consulting firm.

In the episode, titled 'No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack', Babu walked through the architectural logic behind JIFFYAI's no-code platform, the challenge of unifying onboarding across 98 registration types and multiple custodians, and the AI Advisor Companion currently in beta. The conversation is a direct window into how JIFFYAI thinks about the intersection of AI, compliance workflow, and data infrastructure in wealth management.

Listen to the WealthTech Today Episode.

JIFFYAI's solutions deploy in under 8 weeks for most firms. The Engagement AI suite is built on a proprietary no-code platform, which means ops teams can configure workflows, AI behaviors, forms, and integrations without engineering resources.

Most wealth firms struggle with long, costly implementation cycles — legacy onboarding and CRM implementations typically take 6–12 months. This delays time-to-value and ties up internal resources. JIFFYAI was designed to deliver measurable operational improvements before the quarter ends, with no heavy IT dependency required.

Learn more about JIFFYAI's No-Code Platform.

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