AI ILLUMINATIONS: “How Am I Doing?”
As we approach the fourth quarter of this year, Michael Partnow, Group President, Wealth Management at JIFFY.ai, provides insights into why leaders must take this time to ask, "How am I doing?"
AI ILLUMINATIONS: For Advisors, Moving Firms is Like Moving Fine China
In our recent DWN interview, Michael Partnow, Group President, Wealth Management at JIFFY.ai, shed light on advisor transfers, and transforming the moving experience from “darkness” to “transparent.”
AI ILLUMINATIONS: The Gen Z Job Candidate – Seeking Purpose and Fueling Passions
DWN recently interviewed Michael Partnow at JIFFY.ai about Gen Z job seekers and their requirements when looking for work—a job with a purpose that fuels their creative passions.
AI ILLUMINATIONS: Overcoming Fear of Automation
IFFY.ai’s goal is to help businesses transform themselves into technology-powered ‘autonomous organizations,’ which are all about efficiencies, consistency, and greater experiences.
AI ILLUMINATIONS: When Finalizing your Budget, is the Client’s Voice Represented?
If the focus of the budget is right, everything else falls into place, especially for wealth management firms that need projected cost personalization at every level of operations.
AI ILLUMINATIONS: Are you Seeking a Vendor or a Partner?
For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.
AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!
Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.
AI ILLUMINATIONS: How to Solve for Automation BEYOND Traditional RPA
The idea that ‘machines’ could mimic human actions in the back-office became a reality a few years back. That is when Robotic Process Automation (RPA) emerged in the Wealth industry.
AI ILLUMINATIONS: Automation & Calculating the Value
In a world where increasingly sophisticated technology is making transformational changes in the way businesses operate and grow, calculating the return-on-investment (ROI) requires more than a simple equation
AI ILLUMINATIONS: Automation is Supercharging The Account Opening Process
While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.