Trust
Security & compliance
SOC 2ISO 27001GDPRHIPAA
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Intelligent automation platform with HyperApp technology combining RPA, ML, and NLP for complex processes.
Pricing
Custom quote
Founded
2018
Team size
201-500 employees
Headquarters
San Jose, CA
Preview from jiffy.ai
At a glance
Pricing model
Custom quote
Try before you buy
Free trial
Security
SOC 2ISO 27001GDPRHIPAA
About Jiffy.ai
JIFFY.ai delivers an AI-powered client engagement platform for wealth management firms, unifying data from custodians, CRMs and other systems. Capabilities include digital client onboarding, automated account servicing, an Advisor Universal Desktop, an AI Advisor Companion for meeting prep and follow-ups, and data aggregation/warehousing. It targets RIAs, broker-dealers, family offices and banks, with implementations that typically go live in under eight weeks.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Jiffy.ai
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