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.
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.