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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.

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.

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.

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.

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.

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.