Jiffy.ai is an AI-powered platform designed to facilitate intelligent automation and streamline workflows across various sectors, particularly in financial services and wealth management. Its no-code solutions enable users to develop applications rapidly, enhancing operational efficiency by automating manual tasks such as customer data processing and account servicing.

Key features include a robust workflow builder, smart data processing capabilities, and seamless integration with existing systems. The platform addresses complex business needs by providing a unified onboarding experience for clients and automating advisor transitions to improve engagement and satisfaction.