[Think Advisor] New TIFIN Give Tools Let Clients Run Charity Donation Campaigns
TIFIN Give, a philanthropic planning platform, has introduced a service that helps donors create personalized public campaigns to encourage friends, families and communities to join them in supporting causes they care about.
Helping Clients Turn Thanksgiving Gratitude into a Giving Legacy
Next week, millions of U.S. families will gather around the table to celebrate Thanksgiving. As the holiday approaches, advisors have a timely opportunity to foster multi-generational discussions about philanthropy, aligning family values with charitable strategies.
Podcast: AI as a Growth Driver
Hear from TIFIN AG leaders, partners, industry experts, and clients as we explore the world of AI in wealth management.
Introducing….The Growth Studio
The Growth Studio is your go-to platform for insights and inspiration in wealth management.
Webinar Replay: “Best Practices for Accelerating Organic Growth Using AI”
Unlock the potential of AI in wealth management with TIFIN AG’s monthly webinar series.
[Investment News] TIFIN Give rolls out industry-leading feature to amplify DAF-based giving
The donor-advised fund platform’s new capability lets philanthropic users rally support with personalized campaigns for the causes they care most about.
TIFIN Give Launches Novel Philanthropy Feature Enabling Donors to Mobilize Communities Through Donor-Advised Funds
TIFIN Give launches first-of-its-kind feature, enabling donors to create public campaigns and drive community engagement from a unified platform.
[Forbes] The 2024 Family Office Software Roundup
TIFIN Give is featured in the 2024 Family Office Software Roundup, as seen in Forbes.
The Case for AI-Powered Insights for Risk Assessment in Wealth Management
In the ever-evolving landscape of wealth management, understanding investment risk is crucial for achieving optimal outcomes. Traditional tools often fall short, relying on emotional responses rather than factual insights. Enter Sage, the AI-powered investment assistant that transforms how advisors assess risk. With its innovative multi-dimensional risk score, Sage combines objective assessments of risk capacity with real-time portfolio analysis.
The Critical Role of AI in the Future of Banks and Credit Unions
AI is transforming banks and credit unions by boosting wallet share and retention through personalized services and data-driven insights.