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
Intelligent Document Processing uses AI to extract, classify, and process data from documents such as forms, PDFs, and scanned files — eliminating manual data entry and reducing errors across onboarding and servicing workflows.
In wealth management, a large volume of critical client information arrives in unstructured formats — account applications, transfer documents, trust agreements, and more. Processing these manually is slow, error-prone, and creates compliance risk when information is missed or misclassified. JIFFYAI uses AI-powered document processing to extract and validate data from any document type — feeding it directly into structured workflows and the unified client record.
Workflow automation uses technology to streamline and execute repetitive tasks across processes like onboarding and servicing — reducing manual intervention, improving consistency, and increasing operational scalability.
Manual workflows are the primary source of delays, errors, and compliance gaps in wealth management operations. As firms grow, the volume and complexity of these workflows scales faster than headcount — creating bottlenecks that are difficult to manage without technology. JIFFYAI automates complex workflows end-to-end, enabling scalable operations with built-in compliance checks, real-time visibility, and complete auditability.
JIFFYAI maintains a complete, structured KYC/AML audit trail across every client interaction, meeting, account action, and servicing request — automatically, without advisor tagging. The platform integrates with LexisNexis Risk Solutions, Equifax, and Melissa for identity verification during onboarding, and is SOC2 compliant.
Compliance in wealth management is not a separate step — it needs to be embedded in every workflow. Many firms struggle with fragmented compliance documentation, manual audit preparation, and inconsistent KYC processes across advisors and account types. JIFFYAI is built for the regulatory expectations of FINRA and SEC-regulated firms, ensuring every data point captured flows into a compliance-ready record mapped to regulatory requirements.
Yes — and this is one of JIFFYAI's most distinctive capabilities. The platform natively processes unstructured data including voice recordings, meeting transcripts, uploaded PDFs, document scans, and email content — converting them into structured intelligence that feeds the unified data warehouse.
Advisors generate enormous amounts of data through the course of their daily work — but most of it is lost outside the data layer. Meeting notes go into personal notebooks, PDFs sit in email threads, and conversation context disappears between calls. JIFFYAI ensures this information becomes part of the client record, the compliance trail, and the AI intelligence engine — so every interaction makes the next one smarter.
A no-code automation platform enables users to design, configure, and manage workflows without writing code — allowing business teams to build and modify processes using visual interfaces and pre-built components, reducing IT dependency.
Wealth firms that rely on engineering resources to configure or update workflows face long implementation timelines and high change management costs. When processes need to evolve — for new custodian requirements, regulatory changes, or product launches — technical bottlenecks slow the firm's ability to adapt. JIFFYAI's no-code platform allows ops and technology teams to build, modify, and scale workflows across onboarding, servicing, and data processes without heavy development resources.
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
