Case Study: Cetera Advisors LLC achieves faster, more efficient transaction processing with JIFFY.ai

Cetera transforms transaction experience for reps and investors with no-code HyperApps

Cetera Advisors LLC, a major financial services provider, faced challenges in operational efficiency due to high volumes of manual, repetitive tasks like account onboarding, rep transitions, and trade reviews. To meet high client expectations for personalized service and transparency while balancing costs, Cetera partnered with Jiffy to leverage its no-code HyperApps and Autonomous Enterprise Platform for automation.

Jiffy's solution automated key processes such as advisor transitions and new account pre-screening, which significantly reduced manual effort and errors. The results included the creation of 50,000 hours of annual workforce capacity, a 5x improvement in turnaround times, 100% SLA compliance, and significant operational cost savings, allowing Cetera to redirect staff toward high-value client experience tasks.

Cetera Advisors LLC

Brent Gaddis

Head of Strategic Operations