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.
[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.
Jeannette Kuda Joins TIFIN AG as Chief Operating Officer
The former LPL executive, Jeannette Kuda, joins TIFIN AG to lead the firm’s next stage of growth driving net asset growth for wealth enterprises
Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio
TIFIN announces the appointment of Rob Pettman, former LPL executive and industry veteran, as its Chief Revenue Officer and President.
[CityWire] TIFIN AI spinoff hires LPL and Envestnet veteran Todd Cooper as chief revenue officer
An arm of artificial intelligence-powered fintech firm TIFIN has brought on a former LPL Financial executive Todd Cooper to serve as the firm’s new chief revenue officer.
TIFIN AG acquires new capabilities from WestCap to Accelerate AI Platform for Wealth Managers
New partnership and capabilities follow the recent spin-off of TIFIN AG with a seasoned board
[Digital Wealth News] How TIFIN AG Is Helping Wealth Enterprises Drive Net New Asset Growth From Their Existing Data Through AI-Powered Insights
DWN recently connected with Jeff Koeneman, Chief Experience Officer of TIFIN AG, a technology platform that serves as the AI partner driving asset growth for wealth enterprises.
TIFIN Named “Best Fintech Startup” in 8th Annual FinTech Breakthrough Awards Program
Prestigious Annual Awards Program Recognizes Outstanding Financial Technology Products And Companies Around the World
[Financial Advisor Magazine] RBC Adopts TIFIN AI Wealth Management Tool
Technology firm TIFIN AG announced that RBC Wealth Management-US has agreed to use the company’s new artificial intelligence wealth management program that tracks the flow of money in client accounts.