JIFFY.ai partners with U.S. financial services firm Cetera

Through the partnership with JIFFY.ai, Cetera Financial Group, one of the largest networks of financial professionals in the U.S., is able to enhance its service offerings by expanding automation capabilities, automating key functions of its business and increasing operational efficiency.

Intelligent automation platform provider JIFFY.ai announced September 21 that it has partnered with Cetera, a financial services company that serves independent financial professionals, tax professionals, banks and credit unions. Together, they are creating an Automation Center of Excellence and expand Cetera’s automation capabilities.

Cetera was looking for new ways to improve the experience for its financial professionals. Through the partnership with JIFFY.ai and the implementation of its Autonomous Enterprise Platform, Cetera is now able to enhance its service offerings and accelerate the automation of key business processes. JIFFY.ai’s intelligent automation platform reduces manual effort, errors, and risks, helping organizations move away from an incomplete automation approach and achieve faster ROI.

Crystal Andrus, Head of Client Success at JIFFY.ai, said: “We are pleased to partner with Cetera to develop and deliver a robust CoE, which will help reduce time to market and increase operational efficiencies for them. Through our partnership, we can more efficiently and effectively identify and quantify opportunities and prioritize them accordingly to achieve optimal results. Working to support Cetera’s growth, our platform will add efficiency to complex processes, and accelerate their journey toward the future of enterprise autonomy.”

U.S. and India-based JIFFY.ai automates complex business processes and accelerates end-to-end enterprise automation with its intelligent automation platform. The platform includes advanced capabilities such as Intelligent Document Processing, Natural Language Processing, RPA, machine learning and AI, and an overarching human-in-the-loop approach.

The full press release can be found here.

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