JIFFY.ai

As 2024 comes to a close, I’m reflecting on an incredible year for the financial services industry and JIFFY.ai. Together, we’ve witnessed remarkable strides in AI adoption, transforming how organizations operate and delivering delightful experiences for investors, advisors, and consumers. - Here’s to our clients and partners: thank you for your trust and collaboration. - Here’s to JIFFYians: thank you for your passion and commitment. Your support has been instrumental in driving innovation and progress. Looking ahead to 2025, I’m thrilled about the opportunities that lie ahead, especially with the innovative AI solutions we have planned for the Financial Services sector. This holiday season, I wish you and your loved ones joy, peace, and cherished moments. Let’s continue building stronger partnerships and driving impactful growth together. Happy Holidays and a wonderful New Year! Warm regards, Babu Sivadasan CEO, https://hubs.li/Q030bz-70 #SeasonsGreetings #ThankYou #Innovation #AI #HappyHolidays #2025

Did you know that only 60% of investor accounts are successfully transferred 60 days into an advisor's transition? Operational bottlenecks, compliance challenges, and manual inefficiencies can delay revenue capture and impact client satisfaction. With JIFFY.ai's Advisor Transition solution, your firm can: - Automate transitions—from account documentation to regulatory compliance. - Streamline account pre-screening with automated data collection and risk assessment. - Empower advisors to focus on deepening relationships and strategy instead of paperwork. Ready to simplify and supercharge advisor transitions? Download the Brochure: https://hubs.li/Q02_rp9Y0 #WealthManagement #AdvisorTransitions #Automation #AIInnovation Continued Success, Michael Partnow Group President-Wealth Management https://hubs.li/Q02_rvnq0

Consumer expectations are higher than ever—70% of consumers switch banks after a single poor service experience. With JIFFY.ai's AI-powered Account Servicing solution, you can: - Streamline processes end-to-end across front, middle, and back offices. - Deliver personalized, faster service that delights consumers. - Reduce churn and strengthen advocacy with smart automation. - Free your team to focus on impactful, strategic work. Unlock Exceptional Account Servicing with AI. Download the Brochure to discover how: https://hubs.li/Q02_j-2x0 #AI #CustomerExperience #BankingSolutions #Innovation

With AI adoption accelerating, the wealth management sector is set to transform in the coming days. AI spending is forecasted to more than double—from 16% to 37%—in just 3-5 years. In his latest interview with Digital Wealth News, Manish Pandey, SVP and Head of Banking at JIFFY.ai, explores: - How AI is revolutionizing financial services. - Key focus areas like personalized service offerings and cybersecurity. - Actions wealth management leaders must take now to lead in 2025 and beyond. Don’t miss these actionable insights to shape your 2025 roadmap! 'Tech Planning for the Next Year – What Wealth Organizations Must Do Now' https://hubs.li/Q02-zWG20 #FinancialServices #AI #WealthManagement #TechPlanning

As 2024 wraps up, many CFOs are rethinking their Accounts Payable (AP) processes. Are you? Here’s what AI-powered automation can do for your AP team: - 80% reduction in processing costs - 75% faster processing times - 40% fewer human errors With JIFFY.ai's AI-powered Accounts Payable solution, your team can achieve: - 90% straight-through processing - 80% fewer invoice exceptions Imagine starting the new year with an AP process that’s faster, smarter, and more cost-effective. Discover how: https://hubs.li/Q02-r8540 #AIinFinance #AccountsPayable #Automation #CFO

Did you know that 70% of consumers switch banks after a poor service interaction? Transform your account servicing and drive better results with AI. Stay ahead of the curve with JIFFY.ai's AI-powered Account Servicing solution: - Streamline service processes across front, middle, and back offices. - Deliver faster, more personalized service. - Automate tasks to reduce churn and boost consumer advocacy. - Empower your staff to focus on strategic functions. Download this Brochure to learn more: https://hubs.li/Q02-dG-m0 #AI #BankingSolutions #AccountServicing #CustomerExperience

Happy Thanksgiving from all of us at JIFFY.ai! As we celebrate this season of gratitude, we want to take a moment to thank everyone who makes our journey remarkable. - To our clients, thank you for trusting us as your partner in innovation. - To our partners, your collaboration and dedication fuel our success. - To our incredible team, you’re the heart of everything we do. We’re deeply grateful for the opportunity to work together and look forward to achieving greater outcomes in the future. Wishing you and your loved ones a joyful, warm, and memorable Thanksgiving. Warm regards, The JIFFY.ai Team Babu Sivadasan Sanjay Jain Michael Partnow Suresh Ganapathy Manish Pandey Kris Subramanian Payeli Ghosh Joe Karimundackal Afilash Azeez Zack Rogers #Thanksgiving #Gratitude #Collaboration #ThankYou #Partnership #Employees

A leading pharma logistics supplier faced challenges managing high volumes of invoices across multi-channel operations—dropship, retail, and carrier logistics. Legacy systems couldn’t handle the complexity, leading to inefficiencies and errors. With JIFFY.ai's AI-powered Accounts Payable solution, the transformation was remarkable: - Automated processing for diverse invoice formats - Real-time accuracy with shipment tracking cross-checks - Seamless data validation The outcome? - Millions saved annually - Up to 90% straight-through processing - Faster, error-free, and fraud-proof AP operations Read the full success story: https://hubs.li/Q02ZBZMT0 #AccountsPayable #AI #CFO #DigitalTransformation #FinanceandAccounting #Pharma #Logistics

As financial institutions plan for the year ahead, AI is emerging as a top priority. Did you know that spending on AI investments in wealth management is expected to more than double—from 16% to 37%—within the next 3-5 years? In an exclusive interview with Digital Wealth News, Manish Pandey, SVP and Head of Banking at JIFFY.ai, shares: - How AI is reshaping the financial services sector. - Key areas driving AI spending: unique service offerings and cybersecurity. - What forward-thinking leaders must do now to prepare for 2025 and beyond. Read the full interview: 'Tech Planning for the Next Year – What Wealth Organizations Must Do Now' https://hubs.li/Q02Z5bp80 #FinancialServices #AI #WealthManagement #TechPlanning #2025

Recent studies show that global banks spend $48M annually on onboarding, and 35% of consumers leave due to poor onboarding experiences. With JIFFY.ai's AI-powered onboarding solution, you can cut costs by over 50% while delivering seamless, fast onboarding—from sign-up to product activation. By enabling real-time KYC, AI-driven document extraction, seamless eSign, and more, the solution helps banks onboard consumers faster and start delivering value sooner. Learn more: https://hubs.li/Q02YMvMd0 #AI #Onboarding #Banking #Fintech #CustomerExperience