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Jiffy.ai

Jiffy.ai was founded in 2018 by Babu Sivadasan along with Rajmohan Harindranath Payeli Ghosh Krishnan Subramanian and others and is headquartered in Milpitas California United States with its primary development center located in HSR Layout Bengaluru Karnataka India. The company is privately held and has raised a total of 71.

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About Jiffy.ai

Jiffy.ai was founded in 2018 by Babu Sivadasan along with Rajmohan Harindranath Payeli Ghosh Krishnan Subramanian and others and is headquartered in Milpitas California United States with its primary development center located in HSR Layout Bengaluru Karnataka India. Notable clients include Citizens Bank Axos Bank Wealthspire Advisors and Jordan Park. The platform integrates seamlessly with CRMs custodians and planning systems enabling financial institutions to improve advisor efficiency by 40 percent and accelerate organic and inorganic growth. Jiffy.ai has been recognized by Plug and Play Alberta and other accelerator programs for its AI-powered automation capabilities in the financial services sector.

The company is privately held and has raised a total of 71.4 million dollars across 3 funding rounds from investors including Nexus Venture Partners Eight Roads Ventures Rebright Partners and R-Squared Ventures. The platform leverages artificial intelligence and machine learning to automate complex business workflows across client onboarding account servicing advisor engagement and compliance operations. Jiffy.ai development center in Bengaluru serves as its global engineering and innovation hub employing AI engineers and product development teams.

Jiffy.ai employs approximately 158 professionals globally with a significant majority based in the Bengaluru development center. Jiffy.ai provides a no-code AI-powered intelligent automation platform designed for enterprise-grade process automation. The company has developed specialized solutions for the wealth management and banking sectors including the AI Advisor Companion Engagement AI suite Unified Onboarding Universal Desktop and Account Servicing applications. The company operates its platform on AWS cloud infrastructure with enterprise-grade security and compliance certifications.

Company Information

Parent Company

Jiffy.ai Inc. (formerly Option3)

Year Founded

2019

GCC engagement

Works with GCCs

Customer size

Enterprise

GCC Focus & Locations

Regions

India

Delivery centers

BangaloreThiruvananthapuram

Services & Capabilities

Service categories

RPA Platforms

Specific services

Account Servicing AutomationAdvisor DesktopAI Agent DevelopmentAI-Powered Process AutomationClient Onboarding AutomationCompliance AutomationCRM IntegrationData Warehouse IntegrationDocument ProcessingIntelligent Document ProcessingNo-Code Automation PlatformWorkflow Orchestration

Technology

Technology expertise

  • Account Servicing
  • AI Advisor Companion
  • AI-Powered No-Code Automation Platform
  • Engagement AI
  • Unified Onboarding
  • Universal Desktop

Client Experience

Customer size

Enterprise

Industries served

InsuranceBanking & Financial ServicesTechnology

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