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.
Leveraging AI for Financial Advisors
At home, you rely on AI to navigate traffic, summarize the news, and even plan a vacation. But at work? Many advisors still hesitate. Why the disconnect? AI isn’t just a productivity booster—it’s a precision tool. One that can analyze behaviors, personalize financial guidance, and anticipate client needs before they ask. Yet in many wealth management offices, AI is still viewed as “experimental” or “nice to have.”
Why “Financial Wellness” is Outdated: How TIFIN @Work Delivers Action-Oriented Financial Solutions for Today’s Workforce
Say goodbye to generic advice and hello to personalized, actionable steps that enhance productivity, reduce stress, and foster loyalty. With clear guidance tailored to individual goals, employees can take control of their finances and make significant strides towards financial security. The result? A happier, healthier workforce that drives better business outcomes and ensures a brighter future for your company.
Open Enrollment – A Time to Reevaluate Your Benefits Package and How TIFIN @Work Can Help
Open enrollment is a crucial time for employees to make informed decisions about their benefits, and TIFIN @Work provides personalized, AI-driven guidance to simplify this process. By offering tailored recommendations, seamless payroll integration, and proactive communication, TIFIN @Work helps employees optimize their benefits choices and enhances overall financial wellness. For advisors, the platform offers a strategic opportunity to deepen client relationships and position themselves as essential financial partners during this pivotal period.
How TIFIN @Work Gives Advisors a Competitive Edge in the Retirement Space
Unlock Your Competitive Edge with TIFIN @Work! Are you looking for ways to differentiate yourself and stay competitive in the financial advisory space? TIFIN @Work offers an AI-powered financial wellness solution that integrates workplace benefits with personalized guidance.