AI Policy and Adoption Playbook
Transforming AI Hype into Real Growth: A Practical Guide for Wealth Management Firms
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
The future of AI in finance isn’t scale alone, it’s verticalization. Purpose-built, industry-trained AI delivers precision, compliance, and measurable results.
Why Many Sales Teams Don’t Trust AI Intelligence Tools – and How to Fix It
Many sales teams don’t trust AI tools—and adoption lags. TIFIN AMP solves this with transparent design, CRM integration, and actionable insights, driving adoption rates near 98%.
The “Innovation at Speed” Mindset in Financial Services
Originally published by the Institute for Innovation Development The rapidly accelerating rate of technological development has serious business consequences. The explosion of new tech options and applications are manifesting themselves as a dizzying array of complex decisions affecting firm strategy, client engagement, competitive positioning, and future growth. This speed of innovation is creating an atmosphere […]
Videos: Transforming Distribution – See AMP in Action
Explore how TIFIN AMP empowers asset managers and distribution teams to unlock growth using AI-powered intelligence. In this video series, we’ll show you how AMP unifies your data, streamlines wholesaler workflows, enhances sales manager visibility, delivers day-in-the-life insights, drives marketing efficiency, and applies advanced algorithms to prioritize the right advisors and opportunities. From data to […]
Podcast: AI-Powered Growth Across Wealth and Asset Management
In this exclusive conversation, Rob Pettman, President of TIFIN, and Steve Snyder, COO of Helix, dive into the rising momentum behind private market adoption and the persistent roadblocks wealth management firms face—especially around due diligence, data accessibility, and advisor enablement. Discussion highlights: Why alternative investments are critical for enhancing portfolio diversification and wealth outcomes The […]
Empowering Client Growth: Unleashing Value with Holistic Insurance Strategies
The insurance industry has long relied on a product-first mindset—one where life, annuities, health, and property lines operate in parallel, often in silos. But in today’s environment of rising client expectations, tighter margins, and increasing competition, a siloed approach to distribution is no longer sustainable. The next frontier of growth isn’t just in selling more […]
Fixing the Annuities Knowledge Gap
Why AI is the Key to Smarter Sales The annuities industry faces a paradox. Despite their clear financial benefits—guaranteed income, tax deferral, and estate planning advantages—annuities remain one of the most complex and misunderstood products in the financial world. Unlike mutual funds or ETFs, which investors often seek out independently, annuities require a level of […]
ICYMI – Podcast: Unlocking the Power of Data & AI in Wealth Management
Originally published by TIFIN AG – “The Growth Studio” Explore how data intelligence and AI are reshaping the future of wealth management. In this episode of The Growth Studio, Josh Peter, VP of Client Success, and Paul Drabinski, VP of Data Science, share how leading firms are using AI to drive organic growth, boost advisor […]
The ETF Surge Is Real—But Are You Seeing the Full Picture?
I recently read a piece in Bloomberg highlighting Q1 ETF flows that were so massive, they were dubbed a “semi-shock.” After reviewing Morningstar flow data, $348 billion flowed into ETFs through April, totaling $1.23 trillion over the trailing twelve months. Even more interesting is the extreme adoption of active ETFs. $135 billion has flowed into […]