JIFFYAI Launches AI Advisor Companion to Boost Financial Advisor Productivity and Client Engagement

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MILPITAS, Calif.--(BUSINESS WIRE)--Mar 11, 2026--

JIFFYAI, a leading provider of AI-powered wealth management technology, announced the launch of its AI Advisor Companion today at the T3 Technology Conference. The solution helps advisors increase productivity, simplify client interactions, and deliver personalized advice using always-on, data-backed insights.

The Companion works quietly in the background to prepare advisors for meetings and the day’s schedule, capture key moments, and drive timely follow-ups. With AI-powered note-taking, automated scheduling, client reviews, onboarding support, and compliance-ready documentation, it helps improve efficiency by 40% or more. The solution integrates seamlessly with CRMs, custodians, and planning systems, reducing manual effort and creating a unified experience.

This expands JIFFYAI’s solution suite, which connects every stage of the advisor and client journey—from first interaction through onboarding, servicing, and ongoing engagement. By unifying client data and automating routine workflows, the solution suite enables wealth firms to deliver consistent, personalized experiences, and allows advisors to focus on clients.

“AI should remove friction, not add complexity,” said Babu Sivadasan, CEO of JIFFYAI. “With Companion, we are giving advisors a trusted digital partner—helping them stay prepared, respond faster, and build stronger relationships. Our goal is to help wealth firms unlock the full potential of their advisors and deliver exceptional client experiences at scale.”

Wealth firms today face growing pressure to deliver personalized service while managing increasing administrative and compliance demands, and advisors often find themselves entangled with fragmented systems.

“Advisors are expected to do more than ever, but their technology hasn’t kept pace,” said Tim Highland, Group President at JIFFYAI. “The Companion brings together insights, workflows, and data into one unified experience. This helps firms improve advisor efficiency, scale operations, and create a more modern and responsive client engagement model.”

Built on JIFFYAI’s AI-driven enterprise platform, Companion connects seamlessly with Unified Onboarding, Advisor Desktop, and Seamless Servicing applications. Together, they create a connected digital environment that supports advisors across the entire client lifecycle. JIFFYAI’s advanced AI capabilities, together with its foundational products, are trusted by leading financial services firms—including Citizens Bank, Axos, Wealthspire, Jordan Park, and many others—to drive growth, efficiency, and client delight.

“This is about giving time back to advisors,” said Manish Pandey, Head of GTM and CMO at JIFFYAI. “The Companion eliminates manual tasks, captures insights automatically, and ensures nothing falls through the cracks. Wealth firms can increase advisor productivity, accelerate growth, and deliver more consistent, high-quality client experiences.”

JIFFYAI is showcasing AI Advisor Companion and the Engagement AI suite at Booth #203 at the T3 Technology Conference in New Orleans.

About JIFFYAI

JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements. Our AI Companion elevates advisor and investor experiences across planning, meetings, onboarding, servicing, and ongoing operations by unlocking insights from a unified Data Warehouse. Our AI-powered solutions—Unified Onboarding, Universal Desktop, Account Servicing, and Advisor Transition—boost productivity and accelerate organic and inorganic growth. Built on a proprietary no-code platform, JIFFYAI enables seamless data management, actionable insights, and advanced analytics at scale. Learn more at https://jiffy.ai/wealth-management/

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KEYWORD: CALIFORNIA UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES DATA MANAGEMENT TECHNOLOGY SOFTWARE FINANCE FINTECH ARTIFICIAL INTELLIGENCE

SOURCE: JIFFYAI

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PUB: 03/11/2026 11:00 AM/DISC: 03/11/2026 11:03 AM

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