Wealth Management clients today expect personalized advice, seamless servicing, and engaging digital experiences across all channels throughout their lifecycle. On the other hand, Advisors face growing demands to scale specialized planning, automate repetitive tasks, and deliver insights that drive meaningful client outcomes. Meanwhile, firms must maintain compliance, monitor sentiment, and leverage data effectively to stay ahead in a competitive landscape.
By Zane Keller, CEO, Ducere Wealth
& Babu Sivadasan, Co-founder and CEO, JIFFY.ai
Join us for an engaging session with two industry leaders as they discuss top technology and business priorities shaping today’s wealth firm. Discover how AI is evolving to address advisor experience from the very first client conversation through client onboarding to personalizing engagement throughout the investor lifecycle, and empowering advisors to deliver exceptional value.
Learn from real-world examples how AI-powered engagement solutions help drive growth, build efficiency, and ensure measurable outcomes while creating delightful interaction experiences for advisors and clients across every touchpoint.
Don’t miss this opportunity to witness the future of wealth management in action.
Reserve My SpotJIFFY.ai’s Engagement AI—a suite of intelligent, agentic AI solutions—designed specifically for wealth management enables firms to digitize, personalize, and scale client interactions from first contact to lifelong loyalty.
Our solutions unify data, unlock actionable insights, and uplift both client and advisor experiences, helping your firm deliver personalized, scalable, and compliant wealth management.
Whether your firm is just starting its AI journey or looking to expand capabilities, this is your chance to see a mature, integrated platform in action.
Deliver differentiated client experiences
with personalized journeys, intelligent servicing, and dynamic engagement.
Free your advisors from busywork
so they can focus on strategy, trust-building, and high-value relationships.
Ensure compliance by design
not as an afterthought — through embedded audit trails, rule engines, and monitoring.
Scale AI across the enterprise through a unified data foundation and modular, interoperable solutions.
Because real AI for wealth isn’t about flashy buzzwords; it’s about delivering measurable impact across the client lifecycle.
Explore how Engagement AI can accelerate your firm’s transformation.
Experience Live Demos
Watch onboarding flows in action, see how AI Agents surface next-best actions, or watch the AI Notetaker process a live meeting.
Speak with Our Experts
Our team is ready to discuss your use cases, challenges, and AI roadmap—and help you chart a path forward.
