AI ILLUMINATIONS: Is April Too Early to Revisit Your 2022 Technology Plan?
According to Michael Partnow, Head of Wealth Management at JIFFY.ai, an intelligent automation platform, Spring's the perfect time to revisit the annual technology plan.
AI ILLUMINATIONS Embarking on that ambitious Automation project? Make sure you have these champs...
Implementing technology automation in financial services firms is a human effort intensive process. Major automation initiatives can fail or stall if the wrong people are assigned to the wrong tasks.
AI ILLUMINATIONS: How Financial Firms Can Decide What to Automate First
How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.
AI ILLUMINATIONS: This Year, Put Experience At The Top Of Your Tech Concerns
Another new year is upon the wealth management industry, spurring firm leaders and advisors to review their businesses and consider changes that need to be made to address their evolving needs.
AI ILLUMINATIONS: When It Comes to Making Big Changes, “Structure Sets You Free”
Andrus says JIFFY.ai is laser focused on further advancing the client success organization to facilitate faster and smoother transformation—a type of hyper-efficient change management capability.
AI ILLUMINATIONS: Only Fools Rush In – Why Fintech First Movers No Longer Have...
Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai
AI ILLUMINATIONS: It’s Time To Automate Your Wealth Management Firm – But Where Do...
Financial advisors and their staff want to focus on three areas within their businesses for automation: servicing existing clients, prospecting and growing the firm through hiring, recruiting and acquisition.
AI ILLUMINATIONS: The Value of An Automation Center of Excellence
Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan, Solutions Consultant with JIFFY.ai.
AI ILLUMINATIONS: Applying the Learning from Reading The Tortoise and the Hare
There’s always a risk of being too slow, and not adopting technology or innovating quickly enough. But in the latest series of innovations offered to financial advisors, the first product might not be the best.
AI ILLUMINATIONS: If You Build It, Who Will Come? Part I
Be it the change towards better client service or a more efficient and profitable firm, those of us in and supporting the wealth management industry has every reason to dream big when it comes to technology.