Jiffy.ai
Engineering Software · California, United States · 51-200 Employees
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Overview
Headquarters
691 S Milpitas Blvd Ste 217, Milpitas, C...Phone Number
(646) 652-0764Website
www.jiffy.aiRevenue
<$5 MillionIndustry
About Jiffy.ai
JIFFY.ai offers an AI-powered intelligent automation suite designed to enhance productivity and streamline processes for financial services. Their no-code solutions cater to businesses, registered investment advisors (RIAs), broker-dealers, family offices, and banks, focusing on improving client engagement and operational efficiency. Key offerings include the Advisor Companion, Unified Onboarding, and Data Warehouse & Aggregation, which facilitate seamless interactions and data management. By leveraging AI, JIFFY.ai empowers financial advisors to deliver personalized experiences while optimizing their workflows.Explore more
Jiffy.ai Org Chart
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JIFFY.ai offers an AI-powered intelligent automation suite designed to enhance productivity and streamline processes for financial services. Their no-code solutions cater to businesses, registered investment advisors (RIAs), broker-dealers, family offices, and banks, focusing on improving client engagement and operational efficiency. Key offerings... Read More
