The Smarter Planner Podcast

Explore how supervised AI helps wealth management firms uncover hidden growth opportunities.
AI Strategies for Banks to Drive Growth and Enhance Client Relationships

SEI’s Allie Carey shares insights into the world of banking and how AI is making a difference.
Podcast: AI as a Growth Driver

Hear from TIFIN AG leaders, partners, industry experts, and clients as we explore the world of AI in wealth management.
Introducing….The Growth Studio

The Growth Studio is your go-to platform for insights and inspiration in wealth management.
Webinar Replay: “Best Practices for Accelerating Organic Growth Using AI”

Unlock the potential of AI in wealth management with TIFIN AG’s monthly webinar series.
The Critical Role of AI in the Future of Banks and Credit Unions

AI is transforming banks and credit unions by boosting wallet share and retention through personalized services and data-driven insights.
How Artificial Intelligence Can Help Ensure Your RIA’s M&A Isn’t DOA

Explore how AI can empower RIAs to navigate market challenges, enhance client retention, and drive growth through mergers and acquisitions.
TIFIN AG Announces Strategic Partnership with GenWealth Financial Advisors
TIFIN AG has partnered with GenWealth Financial Advisors to deliver AI-powered insights that boost client acquisition and growth.
Organic Growth
“What you’ve been doing to grow your business may not work in today’s market. It’s time to leverage innovation.” Jeannette Kuda, President and CEO, TIFIN AG
Top Ten Reasons Wealth Management Firms Should Stop Buying Prospect Lists and Adopt AI

AI can help wealth managers increase organic growth and stay competitive in the marketplace.