Your AI Partner For Modern Distribution

We combine marketing, data science and sales enablement capabilities to drive more intelligent distribution

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A holistic, modern distribution ecosystem that creates a connected feedback loop amplified and optimized when the three elements work together

Awareness

Fund intent capture through real-time interactions:

  • Fund & model sponsorship on TIFIN platforms
  • Webinar & Video content syndication
  • Interactions via practice management capabilities shared with partner advisor firms

Signals

The identification and prioritization of opportunities:

  • Identify advisor and self-directed leads
  • Generate waitlist for new funds
  • Score and prioritize prospect leads for sales team outreach

Nurture

High-impact content engagement that drives to sales opportunities:

  • Custom content creation: Thought leadership papers, videos, infographics
  • Campaign creation and journey mapping
  • Visibility into content & campaign engagement

Start Building Awareness, Generating Signals And Nurturing Prospects On One Platform With AI-based Learning

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