TIFIN AG Demo from the FinovateFall Conference
Watch this demo and learn how to use our TIFIN AG solutions to drive net new assets.
The Beacon Flash Podcast: How AI is Transforming Wealth Management
Listen to The Beacon Flash Podcast to learn how AI is transforming client engagement.
Sowell Management Has Partnered with TIFIN AG to Enhance Client Acquisition Strategy
Sowell Management to leverage TIFIN AG’s AI-powered wealth management platform and data science expertise to identify new growth opportunities.
A Copilot for Market Volatility: How Advisors Can Use AI for Growth and Retention in Uncertain Times
How AI helps advisors tackle market volatility by improving client communication, predicting at-risk clients, and optimizing portfolio management.
Testimonial – Brian Carlin
“The ability to leverage these types of AI solutions to grow your business is going to be a complete game changer.” Brian Carlin, Former CEO of JP Morgan Wealth Management & Private Capital and TIFIN Board Member
Adding $450m+ In New Assets From Wealth Consolidation Efforts Using AI-Powered Growth Insights
A North American wealth management firm partnered with TIFIN AG to use AI for asset consolidation through CRM insights.
Using Data Science To Prioritize Prospects And Drive Webinar Attendance
A leading RIA firm used TIFIN AG to unlock actionable insights from messy CRM data, targeting mission-aligned prospects.
What Wealth Enterprises Should Consider When Adopting AI
In this white paper, TIFIN President & CRO Rob Pettman applies his first-hand perspective on what wealth management firms need to consider when examining the impact of new AI technologies. Rob delves into some critical considerations for successfully evaluating and integrating AI technology into an advisory firm.
How Data Science Helps Drive Organic Growth in Wealth Management
The use of AI can assist firms to better understand client behaviors, identify high-value opportunities and optimize their outreach efforts.
Finding New Streams When the Inorganic Growth Well Runs Dry
Discover how innovative organic growth strategies can revitalize your firm’s success in a changing wealth management landscape.