Accelerate account onboarding with intelligent automation

As you continue to scale your business, consider areas that are prime for automation to achieve your goals faster.

While your existing technology may have connectivity to a CRM, it may not sync directly with the new client onboarding applications. Clerical errors and NIGOs ("Not in Good Order") are a legitimate concern when working with multiple systems that don't connect to each other.

JIFFY.ai's intelligent automation, powered by innovative technologies such as Artificial Intelligence and Machine Learning, enables Advisors to increase efficiency, eliminate NIGOs, and enhance overall client experience.

Learn how from this article by Brian Bristow, Senior Vice President, Wealth Management, JIFFY.ai, published in Digital Wealth News.

Read the article

Best Regards,

Michael S. Partnow
Group President, Wealth Management
JIFFY.ai
(M) 917.696.4512
michael.partnow@jiffy.ai

Here's how JIFFY.ai helped a financial services leader to automate key processes and build deeper relationships with clients.

Talk to JIFFY.ai's automation experts

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Digital Wealth News
Bozeman, MT 59715 | USA
https://dwealth.news/

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