JIFFY.ai ILLUMINATIONS: Changing Firms? Here’s What You Need to Know Before You Go

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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.

JIFFY.ai Illuminations: Automation & Calculating the Value

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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

JIFFY.ai Illuminations: Applying the Learning from Reading The Tortoise and the Hare

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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.

JIFFY.ai Illuminations: When Finalizing your Budget, is the Client’s Voice Represented?

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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.

JIFFY.ai Illuminations: Are you Seeking a Vendor or a Partner?

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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.

JIFFY.ai ILLUMINATIONS: Implementing Technology? Look Before You Leap!

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Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.

JIFFY.ai ILLUMINATIONS: It’s Time To Automate Your Wealth Management Firm – But Where Do...

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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.

JIFFY.ai ILLUMINATIONS: If You Build It, Who Will Come? Part 2

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User and client expectations around technology have changed in recent years, especially as a larger chunk of the population has started managing their financial lives online and via apps.

JIFFY.ai ILLUMINATIONS: If You Build It, Who Will Come? Part I

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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.

JIFFY.ai ILLUMINATIONS: When It Comes to Making Big Changes, “Structure Sets You Free”

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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.