TIFIN announces Brooke Juniper as CEO of its AI-powered Investment Assistant, Sage
The former Blackrock executive joins to accelerate the adoption of investment-related conversational AI capabilities within Wealth Enterprise firms.
TIFIN Named “Best Fintech Startup” in 8th Annual FinTech Breakthrough Awards Program
TIFIN has been selected as winner of the “Best FinTech Startup” award in the 8th annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market today.
TIFIN AG Announces Collaboration with RBC Wealth Management-U.S. to Deepen Advisor-Client Relationships
All financial advisors at RBC Wealth Management-U.S. now have access to AI-Powered Insights, a new program that uses artificial intelligence to observe client behaviors and patterns to identify those who might have money in motion following a significant financial event.
SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence
Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth.
TIFIN AMP’s Industry-First Integrated Data Fabric + Intelligence Cloud Platform Transforms Asset Management Distribution
The combined technology unifies and enriches firm data sources and generates real-time, predictive insights to increase client engagement and drive sales conversion rates.
TIFIN Give expands its reach as a leading technology powered philanthropy platform for wealth enterprises
The combined firm powers Charitable Giving through advisors, the workplace, foundations, and family offices. It oversees $670 Million in philanthropy assets and helped facilitate $40 Million in charitable donations in 2023.
[Financial Planning] Don’t fear the robots: the case for deploying AI in wealth management
As big-name wealth management firms race to invest in and adopt artificial intelligence technology, financial advisors will become fast friends with the robots, according to experts.
TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to help Wealth Enterprises Drive Net New Assets
The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors.
[Wealth Management] TIFIN, Franklin Templeton to Launch TIFIN @ Work
TIFIN and Franklin Templeton announced TIFIN @Work, what the firms calls an “AI-powered employee financial wellness” platform.
TIFIN and Franklin Templeton Join Forces to Introduce TIFIN @Work, An Innovative Financial Wellness Solution for Employees
The offering enables a white-labeled solution for plan advisers to deliver an AI-powered, actionable advice platform for workplace benefits and financial wellness