AI ILLUMINATIONS

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.

Technology used to last 20-25 years, but today, with so many apps and frameworks comprising your tech stack, it’s important to evaluate your technology every five to ten years.

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.

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.

While management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to solve problems for each stakeholder.

Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?

Whether it's investors, advisors, or home offices, today everyone across the entire Wealth Management value chain seeks an elegant, simple solution for their various needs.

Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?

Every value chain member must have an ideal experience with access, transparency, and actionable data.  The tech must be able to understand and solve the pain points of the investor, advisor & home office.

Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.