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During our recent trip to Davos, we spent the majority of our time at the “Blockchain Hub”, a centrally located NFT art gallery which also hosted presentations by blockchain developers and thought leaders.

By Christopher Robbins Values-based investing is having an interesting moment in mid-2022.

JIFFY.ai is hard at work to build a future where organizations are extremely efficient and able to deliver superior, personalized and digital enabled services to their clients.

We cannot emphasize enough the impact that artificial intelligence (AI) and automation (specifically Robotic Process Automation) has had, and will continue to have, on our industry. In fact, most advisors have grown so accustomed to their benefits, that they may not even realize the daily impact to their practices and clients.

By Crystal Andrus, JIFFY.ai About a year ago, I took a leap of faith.  I...

Listening to 'experts,' and telling yourself inflation has peaked, is like believing in the tooth fairy. Unexpected shocks (and there are many) have yet to hit. Just because they haven't happened doesn't mean they won't.

In the absence of a CRM, businesses fall back on doing business by e-mail, phone and paper, which can cause important information to be lost in translation, or lost in general.

As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.

Customer (KYC)/Customer Identification Program (CIP) process. Typical KYC exercises involve a very comprehensive document review process. Numerous details must be extracted from many documents, such as document ID, names, dates, signatures, and more.

Friends, we understand that with the extreme volatility and nervous clients, many are laser focused on daily market moves these days, but you need to keep your eye on the big picture, too. From education to automation to goals based investing to crypto and more - we help you process all the noise. READ UP!