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: 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: 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.
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: Calculating Return on Investment
In a world where increasingly sophisticated technology is making transformational changes in the way businesses operate and grow, calculating the ROI requires more than a simple equation.
AI ILLUMINATIONS: Creating An End-To-End Digital Experience Without Writing Code
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.
AI ILLUMINATIONS: It is Back-to-School Shopping Time for Wealth Management Professionals!
As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.
AI ILLUMINATIONS: The New-Age Relationship Manager
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.
AI ILLUMINATIONS: Who is Ready to get ONBOARD?
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.
AI ILLUMINATIONS: How Data Mapping Helps Advisors, Firms, and Investors
By enabling the business users to do data mapping instead of technical people, JIFFY.ai's no-code, AI-powered automation platform and deep domain expertise bring transformative value to the process.