Founder & CEO
JIFFYAI
Babu is a serial entrepreneur with deep experience building and scaling public companies, backed by a strong engineering foundation.
Prior to co-founding JIFFY.ai, he co-founded Envestnet (NYSE: ENV) and Stamps.com (NASDAQ: STMP), helping shape category-defining platforms in financial services and commerce.
An active angel investor and mentor, Babu supports startups across Silicon Valley and India. He is passionate about driving digital innovation and applying technology to solve complex business problems at scale.
What if your CRM could prepare you for the day before you ever opened it? Advisor Companion represents the next evolution of the advisor experience—an AI assistant that understands the client, household, portfolio, meetings and market context surrounding every interaction and proactively brings forward what matters.
Before a meeting, it prepares you. During and after the conversation, it captures context, identifies what matters, and helps determine what should happen next. And that intelligence doesn’t stop with the meeting—it carries forward into onboarding, servicing and ongoing client engagement.
The result is an innovative advisor experience: the intelligence of your CRM, available wherever the advisor is, without the searching, swivel-chair work, or administrative burden.
Join Babu Sivadasan, Founder & CEO of JIFFYAI, to see how JIFFYAI’s Advisor Companion and Engagement AI suite are moving the advisor experience from ‘systems advisors have to work in’, to ‘intelligence that works alongside them’.
Join us for an engaging session with two industry leaders as they discuss top technology and business priorities shaping today’s wealth firm. Discover how AI technology is evolving to address advisor experience from client onboarding to personalize engagement – throughout the investor lifecycle from the very first conversation and empower advisors to deliver exceptional value.
Learn from real-world examples how AI helps drive growth, build efficiency, and ensure measurable outcomes while creating delightful engagement experiences across every touchpoint.
Don’t miss this opportunity to witness the future of wealth management in action.