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.
All About TIFIN AG
TIFIN AG unveils a new video showcasing how its AI-driven platform accelerates asset growth.
TIFIN AG on AWS Marketplace: Transforming Wealth Management with AI
TIFIN AG, our innovative AI platform, is now available on AWS Marketplace.
[Financial Advisor Magazine] The AI Advantage in Wealth Management
To understand the opportunities and applications of AI to spur organic growth, we reached out to Jeannette Kuda, chief operating officer of TIFIN AG—a financial technology firm that employs advanced algorithms to help wealth enterprises answer specific questions to drive net new asset growth.
[American Banker] RBC rolls out AI-based tools to financial advisors
Royal Bank of Canada’s U.S. wealth management arm has partnered with TIFIN AG to provide RBC’s team of advisors with a suite of artificial intelligence tools for deepening client relationships and spotting potential missed opportunities.