Case Study: Orion saves thousands of manual hours and boosts client experience with Jiffy (JIFFY.ai)

Orion Saves Thousands of Manual Hours and Reinforces the “Holy Grail of Advisor-Client Relationships”

Orion Advisor Solutions, a leading financial services provider supporting more than 2,200 advisory firms and $1.4 trillion in assets under administration via its Orion Connect portal, faced highly manual, error-prone back-office processes—thousands of mouse clicks for new account creation, month-end statement curation, redemption request handling with a legacy ECM, and trade-notification updates. To scale operations, reduce operational errors, improve client experience (NPS), and shift culture toward automation, Orion partnered with Jiffy to apply its intelligent automation platform (HyperApps/cognitive automation).

Jiffy implemented end-to-end automation for four key use cases—automating custodian-based new account creation, monthly statement extraction and uploads, redemption metadata transfer with a human-in-the-loop, and real-time trade-notification updates—eliminating much manual intervention and enabling 24/7 processing. In the first quarter, Jiffy’s solution put two automations into production (saving 2,000 person-hours annually) and one in UAT (saving 390 person-hours annually), with three more automations in development that could save an additional 5,000 person-hours annually, while improving speed, accuracy, and the client experience.

Orion

Randy Lambert

Chief Operations Officer