platform overview
AI-powered No-code Platform for Financial Services
Unify. Simplify. Modernize.
Schedule a Demo“ By integrating no-code automation as a strategic business transformation pillar, we are better able to meet business objectives and drive operations that are resilient, efficient, and scalable. ”
Brent Gaddis, Head of Strategic Operations
JIFFYAI Financial Services AI Platform
Accelerate Enterprise Modernization with AI Precision and No-code Ease
JIFFYAI empowers you to deliver delightful experiences to clients, advisors and third parties. The AI-powered no-code platform enables business users and enterprise teams to automate processes, streamline operations, ensure compliance, drive innovation, and digitally transform their business by assembling technology—without writing code.
Powered by the platform, our industry-ready solutions leverage next-gen AI capabilities from data capture and content generation to insights, analytics and assistance, to help drive growth, productivity, and operational efficiencies.
Platform Overview
Delightful user experience builder
Assemble widgets and forms rapidly to build rich, modern experiences for advisors, investors and employees.Create customized, rich-UI widgets that meet your business needs with just a few clicks and deliver powerful personalized experiences faster.
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Intelligent document digitization
Use AI models to convert PDF forms into digital forms, and create UI and Business Objects that closely mirror the input file.
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AI-Powered document extraction
Build or integrate AI models for understanding structured or unstructured documents, and drive autonomous decision-making. JIFFYAI identifies and extracts relevant data from various documents and feeds it to the destination applications automatically.
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AI-enabled application blueprints
Build your stories and understand how your application components come together. Extract insights from a wide range of pre-integrated third–party systems (custodians, CRM systems), automate decision-making, and enhance customer experiences, without writing a single line of code.
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Data and relationship business object modeling
Model your business data with domain-ready business objects. Through meticulous modeling of data and relationships between various business objects, such as customers, products, and transactions, your business users can optimize processes, enhance data integrity, and ultimately drive greater efficiency and innovation across operations.
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AI-powered integration with APIs
Leverage pre-built integrations across standard applications or build new connectors on-the-fly using AI to bridge the gaps between different applications and enable smooth data flow across your ecosystem. Our platform integrates seamlessly with most popular enterprise systems such as such as Wealth Management systems, TAMP systems, CRM, ERP, Account Processing Systems, Loans, Payments, and more.
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Robotic Process Automation (RPA)
Automate repetitive manual steps on screen for web, desktop or legacy applications. Streamline interconnections with legacy systems without APIs.
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Built-in process and workflow designer
Invoke design tasks and workflows from the UI or APIs. With JIFFYAI’s robust workflow designer, you can define the sequence of tasks, assign responsibilities, and set up conditional logic to handle a wide range of business scenarios. Visualize your workflows, track progress, and ensure efficient collaboration across teams.
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Transformational ETL editor
Perform powerful large-volume data transformations and set them up with a few clicks. JIFFYAI’s Bulk Data Processing (ETL) editor module handles rapid data transformation operations involving millions of records around key enterprise processes such as customer onboarding, advisor transition, or others.
MoreCreate, Launch, and Manage Transformative AI Applications in No Time with No Code
10x
Faster app dev than traditional approach
5x
Faster than any no-code / low-code
40%
Lower Total Cost of Ownership (TCO)
Months to
Minutes
Lightning-fast integrations
Financial Services
Language Model
Setup Wealth firm / Set up Bank / Credit Union quickly
No-code AI Platform for Enterprise Digital Transformation
Download brochureFrequently Asked Questions
JIFFYAI's no-code platform lets teams build and customize automated workflows and apps quickly—without writing code.
JIFFYAI uses AI to build application blueprints, create user experiences, achieve data and relationship business object modeling, design workflows, integrate with other technology systems, understand documents and extract context-rich data from them, gather insights, predict outcomes, and make smart decisions—helping businesses work faster and smarter.
Absolutely—JIFFYAI is built with enterprise-grade security, role-based access, and strong data protection to meet strict compliance standards.
An Enterprise AI platform combines advanced artificial intelligence with automation to help large organizations streamline complex business processes and drive efficiency.
Regular AI often focuses on narrow tasks or consumer applications like chatbots or recommendations. Enterprise AI, on the other hand, is built to handle complex business operations at scale, with secure, compliant, and system-integrated solutions.
Why JIFFYAI?
Ready-made AI solutions for your industry
Start delivering delightful user experiences with fully automated middle and back offices rapidly with our transformative pre-built AI solutions for key processes such as Investor Onboarding, Account Servicing or Advisor Transition, or build your own in no time.
Sophisticated business domain-centric model
The domain-aware JIFFYAI platform enables business users to create sophisticated solutions that involve complex data models, rich-UI screens and menus, sophisticated attributes, and linkages between business entities—faster.
Faster than the rest
JIFFYAI offers an end-to-end transformation experience that empowers users to build business solutions 10X faster than traditional approaches, and enables enterprises to innovate at scale.
Collaborative and Flexible
Business users can weave their perspectives into the technology fabric right from the start, reducing gaps between requirements and outcomes, minimizing delays, and enhancing overall efficiency.
Trusted by our clients and partners
