JIFFY.ai Illuminations

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?

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.

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.

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.

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.

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.

When we automate service processes, it creates more open time on the financial advisor's calendar. They will be able to work with more clients, dedicate time to prospect, and ultimately grow their practice.

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?

As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.

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.