Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI

About this episode

Babu Sivadasan discusses how AI is transforming the advisor tech stack in the wealth management industry.

The post Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI appeared first on and was written by Elana Iskowitz . Meet Our Guest This episode features Babu Sivadasan, CEO of JIFFYAI — an AI technology platform purpose-built for the wealth management industry, focused on unifying data, transforming back-office complexity, and delivering seamless onboarding and servicing experiences for advisors and clients alike. Babu brings rare depth to the conversation: he spent 20 years as a co-founder […] The post Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI appeared first on and was written by Elana Iskowitz .

People in this episode

Host: Craig Iskowitz

Guest: Babu Sivadasan

Topics covered

• AI technology
• wealth management
• advisor tech stack
• data unification
• back-office complexity
• client servicing

Keywords

• AI
• wealth management
• advisor technology
• data transformation
• client onboarding
• back-office solutions

Mentioned in this episode

Organizations: JIFFYAI

More episodes of WealthTech Today

• Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep · June 11, 2026
• Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed · June 5, 2026
• Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine · May 29, 2026 · 33 min
• Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team · May 22, 2026
• Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group · May 20, 2026 · 31 min
• Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor · May 15, 2026