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.



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