TCI Wealth Advisors Selects JIFFYAI to Enhance the Client and Advisor Experience
MILPITAS, Calif.--(BUSINESS WIRE)-- #AIinFinance--JIFFYAI, a provider of Engagement AI solutions for wealth management, today announced that TCI Wealth Advisors, a 100% employee-owned, independent, fee-only wealth advisory firm, has selected its Unified Onboarding and Advisor Universal Desktop solutions. The solutions will help TCI create a more streamlined onboarding experience and give their advisors a more connected view of each client relationship. For TCI, the solutions will support two important parts o