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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.

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.

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.

With the rise of “software as a service” (or SaaS), and continual releases, patches and upgrades, technology is too often being delivered as an incomplete product, says Michael Partnow, Group President at JIFFY.ai.

How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.

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.

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

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.

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.

While the management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to each stakeholder.