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
Applying AI in Asset Management Distribution
In this whitepaper, TIFIN AMP President & CRO Charlie Shaffer digs into the data dilemma in driving growth. Learn how Asset Managers must transcend their outdated systems and platforms to thrive in today’s competitive distribution environment.
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.
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.
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.
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.