The Smarter Planner Podcast
Explore how supervised AI helps wealth management firms uncover hidden growth opportunities.
AI Strategies for Banks to Drive Growth and Enhance Client Relationships
SEI’s Allie Carey shares insights into the world of banking and how AI is making a difference.
[Forbes] The Top Ways Technology Expands Access to Donor-Advised Funds
Technology has expanded access to donor-advised funds (DAFs) for a wider spectrum of donors—regardless of wealth or background—transforming giving experiences and how philanthropy operates.
[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.