AI ILLUMINATIONS

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

As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?

Re-making a wealth management firm with end-to-end automation and technology takes a major investment of time and effort, but in the end holds the promise to deliver an ideal user experience for all.

IFFY.ai’s goal is to help businesses transform themselves into technology-powered ‘autonomous organizations,’ which are all about efficiencies, consistency, and greater experiences.

Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan, Solutions Consultant with JIFFY.ai.

Today's relationship managers must go deeper than they historically have and rely less on external subject matter experts in early conversations with clients and prospects.

Until recently, most enterprises in the financial services industry had been looking at automation merely as a step within a business process. The approach to adopting automation was more tactical than strategic.

A slow and steady approach may be the best way for advisors to keep up with fast-changing technology because the first mover in fintech is not necessarily the best solution.

Creating a complete digital experience in the wealth industry is now possible without involving an army of software engineers or writing a single line of code.

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.