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Why “Financial Wellness” is Outdated: How TIFIN @Work Delivers Action-Oriented Financial Solutions for Today’s Workforce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.
For Employees, Workplace Benefits and Their Financial Security Are Converging
As the employment landscape shifts, job satisfaction and financial security are paramount to today’s employees. Workplace benefits are no longer just a nice-to-have; they are a crucial part of a modern employee’s compensation package.
[Financial Planning] Don’t fear the robots: the case for deploying AI in wealth management
[Wealth Management] TIFIN, Franklin Templeton To Launch TIFIN @Work
TIFIN and Franklin Templeton Join Forces to Introduce TIFIN @Work, An Innovative Financial Wellness Solution for Employees
The offering enables a white-labeled solution for plan advisers to deliver an AI-powered, actionable advice platform for workplace benefits and financial wellness BOULDER, Colo., NEW YORK, and SAN MATEO, CA, January 04, 2024 — TIFIN, a leading AI and innovation platform for wealth, and Franklin Templeton, a global leader in asset management, have announced a partnership to launch TIFIN […]