ASG and TIFIN @Work Deliver Curated Retirement Solutions for Law Firms
ASG and TIFIN @Work launch AI-driven retirement platform for law firms with Franklin Templeton, Equitable & Schwab to modernize benefits.
@Work Partners with HUB International to Enhance Participant Engagement – Copy
TIFIN @Work and HUB International announce a multi-year partnership to deliver AI-powered financial guidance through HUB’s retirement wellness platform.
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 Most AI in Workplace Finance Doesn’t Work
Most workplace AI assistants are just search bars with a fancy name — and in personal finance, that’s not enough. This white paper from Marc McDonough, CEO of TIFIN @Work, explores why most AI in workplace finance fails to deliver real value, and how AI agents and knowledge graphs can create truly personalized, actionable guidance.
Concurrent Expands Partnership with TIFIN to Empower Advisors and Drive Better Investor Outcomes
“TIFIN AG’s capabilities allow us to prioritize effectively, ensuring our advisors focus their efforts on the opportunities that have the greatest potential for impact for both the client and the firm.”
— Casey Bates, Managing Director of Strategy and Growth at Concurrent
Bridging the Engagement Gap: The Role of Personalized Financial Guidance for Plan Participants
New research from Cerulli Associates reveals a significant challenge in the retirement planning sector: the underutilization of financial wellness tools by plan participants.
The looming advisor shortage in US wealth management
Today, the workplace savings space demands personalized advice at scale. But with an aging advisor population and a projected shortfall of 100,000 advisors by 2034, the traditional model can’t keep up. “Democratizing” advice sounds great—but how, exactly?
Bridging the Gap Between Retirement Planning and Wealth Management
In today’s financial landscape, employees are seeking more from their workplace benefits, especially regarding retirement planning. However, many employees face a disconnect between their workplace benefits and overall financial goals. Enter TIFIN @Work, a platform that bridges this gap by offering personalized, AI-driven financial advice tailored to each employee’s unique circumstances.
Is Financial Stress Holding Your Workforce Back? How AI Can Help Improve Benefits Utilization
Did you know that financial stress is now a top concern for 73% of employees? Surprisingly, many feel overwhelmed by the variety of voluntary benefits offered, leading to underutilization. Nearly 40% report feeling uninformed about their non-medical benefits, missing out on valuable resources that could alleviate their financial worries. TIFIN @Work is here to change that.
Why Every Retirement Plan Advisor Needs TIFIN @Work in Their Toolkit: A Step-by-Step Guide to Maximizing Workplace Opportunities
Are you ready to revolutionize how you engage with clients in the workplace? Discover how TIFIN @Work can transform your approach, offering personalized guidance, AI-driven insights, and seamless integration. Take the next step in growing your retirement advisory practice and maximizing your potential.