JIFFY.ai

05/28/2026

Heading to the Schwab Advisor AI in Action: AI Summit in New York?

Visit JIFFYAI at Kiosk #2 to experience our Engagement AI suite in action and see how firms are:
- Unifying data across the enterprise
- Simplifying multi-account onboarding
- Streamlining servicing workflows
- Empowering advisors with intelligent insights and next-best actions

Join our live demo session at 10.45 am to see how Engagement AI is rapidly changing how wealth management firms think about advisor productivity and client engagement experiences.

If you’re exploring practical, enterprise-ready AI for wealth management, let’s connect at the summit. https://hubs.li/Q04jftFJ0

05/26/2026

Wealth Advisors today end up spending up to 45% of their time on admin work.

That means less time for:
- Client relationships
- Strategic advice
- Business growth

JIFFYAI’s latest launch, the Advisor Companion, is changing that. The AI-powered intelligent advisor assistant brings 40%+ efficiency gains by automating meeting prep, onboarding, and compliance.

See how it all comes together. Download the brochure: https://hubs.li/Q04hXmWD0

05/21/2026

Still relying on manual client onboarding in wealth management? That friction is costing firms more than they realize.

Our latest article explores how AI-powered onboarding is helping firms:
- Accelerate onboarding
- Reduce NIGOs and operational bottlenecks
- Deliver smoother client experiences
- Modernize workflows across complex ecosystems

In this piece, Manish Pandey, Chief GTM & Marketing Officer at JIFFYAI, breaks down what modern onboarding should actually look like.

Read the article: https://hubs.li/Q04hwcJl0

Curious to explore the future of onboarding in wealth management? Talk to our experts: https://hubs.li/Q04hw8PY0

05/19/2026

What happens when AI drives the infrastructure behind WealthTech?

In this conversation with Craig Iskowitz, CEO of Ezra Group, Babu Sivadasan, our CEO, shares how JIFFYAI is helping wealth firms rethink onboarding, advisor workflows, and operational efficiency with AI built for the realities of the industry.

Listen to the podcast: https://hubs.li/Q04h8PkX0

From onboarding across 98+ registration types to an AI Advisor Companion that turns conversations into actionable workflows in minutes, this episode dives into what it really takes to make AI deliver value at scale.

If you’d like to see how this comes to life, talk to us: https://hubs.li/Q04h92DK0

05/15/2026

Wealth Management has moved from automation… to intelligence… and now to AI-powered Advisory.

Agentic AI is emerging as the connective layer that doesn’t just assist advisors, but actively executes, orchestrates, and optimizes workflows across the wealth management enterprise.

Imagine:
- Onboarding without delays or rework
- Real-time, unified client intelligence
- Proactive portfolio actions at scale
- Advisors freed from system-hopping

That could mean faster growth, deeper engagement, and a radically better client experience.

‘AI That Acts, Not Just Analyzes’, our latest whitepaper, breaks it all down.

Download now: https://hubs.li/Q04gM8s20

05/12/2026

Great conversation between Craig Iskowitz, CEO of Ezra Group, and our CEO Babu Sivadasan, on where AI in wealth management is really headed.

Listen to the Podcast: https://wealthtechtoday.com/2026/05/08/ep-340-no-code-no-problem-how-ai-is-rewiring-the-advisor-tech-stack-with-babu-sivadasan-jiffy-ai/

The discussion is around unified onboarding, AI-powered advisor workflows, and why strong data infrastructure is the key to making AI actually deliver value.

Definitely worth a listen if you’re following the evolution of WealthTech and advisor efficiency.

Meet Our Guest This episode features Babu Sivadasan, CEO of JIFFYAI — an AI technology platform purpose-built for the wealth management industry, focused on unifying data, transforming back-office complexity, and delivering seamless onboarding and servicing experiences for advisors and clients ali...

05/07/2026

Meet Advisor Companion—your new AI-powered sidekick for modern financial advising.

No more juggling tools or chasing details. It preps you for meetings, captures insights, and makes sure every follow-up lands on time.

What it means for you:
- Less manual work
- More time with clients
- Consistent, standout experiences

And because it’s part of our Engagement AI suite, it connects the entire advisor–client journey—from first hello to ongoing service.

Download the brochure: https://hubs.li/Q04fRcBg0

Want a closer look? Our experts are ready to walk you through: https://hubs.li/Q04fQ-lF0

05/05/2026

We’ve teamed up with Wealthspire, a powerhouse in wealth management, to reimagine how advisors and service teams work.

With our AI Companion and applications, we’re helping Wealthspire cut out manual processes and making onboarding, account opening, and servicing seamless across custodians.

This partnership is all about smarter data, faster insights, and better experiences—for advisors, teams, and clients alike.

See how we’re driving growth and efficiency: https://hubs.li/Q04ftxqn0

04/30/2026

We’re excited to share that the launch of our AI Advisor Companion has been featured in Wealth Solutions Report's (WSR) latest WealthTech Roundup.

It’s a proud moment to see our innovation highlighted by such a trusted voice in wealth management.

Our AI Advisor Companion works quietly as a trusted assistant in the background—preparing advisors for meetings, capturing key insights, and following up with precision—even when advisors are offline. The result? Smarter workflows, stronger client engagement, and up to 40% greater efficiency.

Curious to see what caught WSR’s attention?

Read the news: https://hubs.li/Q04f12JD0

04/28/2026

Financial Advisors shouldn’t be buried in systems—they should be creating value for clients.

So, what's stopping them?

The problem isn’t data overload. It’s the lack of connected, actionable intelligence.

That’s where Agentic AI steps in:
- Cuts out manual rework and delays
- Turns everyday conversations into real insights
- Spots portfolio opportunities in real time
- Executes workflows end-to-end

Our new white paper, 'The Wealth Manager’s Guide to Agentic AI', shows how this technology is already driving measurable impact.

Download your copy now: https://hubs.li/Q04dLVl00