AI For Wealth

Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, has partnered with TIFIN AG Inc. (TIFIN AG) to provide Cetera advisors and financial institutions access to AI tools that identify new growth opportunities and deliver actionable insights. This collaboration expands Cetera’s share-of-wallet tools, enhancing their ability to support advisors and institutions with personalized, AI-driven insights tailored to their growth goals. Michael Zuna, Chief Marketing and Communications Officer at Cetera, highlighted the importance of these tools in maximizing complex share-of-wallet strategies, which are crucial as clients increasingly diversify assets across multiple firms. Jeannette Kuda, President and COO at TIFIN AG, emphasized how their AI solutions empower advisors by focusing on the right opportunities at the right time, supporting sustainable growth. Cetera's expanded resources, along with TIFIN AG’s AI technology, aim to drive organic growth by identifying at-risk clients, improving client conversion, and expanding share-of-wallet strategies for financial professionals.

TIFIN AMP is proud to announce a strategic partnership with Janus Henderson Investors ("Janus Henderson"), a global active asset manager overseeing approximately $382 billion in assets under management. This collaboration introduces the "Sales Intelligence Hub," an insights-based tool designed to streamline data management, enhance productivity, and drive growth. Michael Schweitzer, Head of North America Client Group at Janus Henderson, stated, "Through our partnership with TIFIN AMP, we've developed an integrated, insights-driven solution that empowers our teams to work smarter and more efficiently." Jeannette Kuda, COO of TIFIN AMP, added, "We are excited to partner with Janus Henderson to transform the asset management distribution landscape with our AI-driven capabilities.

TIFIN welcomes Graham Day as Director of Strategic Development. With over 20 years of experience in financial services, Graham will spearhead growth initiatives in the insurance vertical, starting with TIFIN AMP, and lead efforts to elevate the IP business, driving innovation and strategic development across the financial technology sector.