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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.

Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan, Solutions Consultant with JIFFY.ai.

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.

Avalanche was created in 2019 with a sole purpose in mind: to create the fastest time-to-finality blockchain in existence.

Implementing technology automation in financial services firms is a human effort intensive process. Major automation initiatives can fail or stall if the wrong people are assigned to the wrong tasks.

Blockchain technology is forcing entrepreneurship to evolve. But tokenization allows founders like Michael Kisselgof of Popcorn to take things even farther.

CalTier, a disruptive fintech investment platform launched a crowd-funded investment raise, harnessing  some of the very regulations it uses to bring investment opportunities to the masses to raise funds itself.

Until recently, most enterprises in the financial services industry had been looking at automation merely as a step within a business process. The approach to adopting automation was more tactical than strategic.

Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media.