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.
Community, Connection, & Innovation – Reflecting on TIFIN Ideas day
In this white paper, TIFIN President & CRO Rob Pettman applies his first-hand perspective on what wealth management firms need to consider when examining the impact of new AI technologies. Rob delves into some critical considerations for successfully evaluating and integrating AI technology into an advisory firm.
Redefining Retirement: How Advisors Can Support the Charitable Giving Goals of Today’s Retirees
As Baby Boomers enter retirement, their approach to charitable giving is transforming the philanthropic landscape. This trend reveals both an opportunity and a responsibility for financial advisors to provide guidance that aligns with their clients’ evolving priorities.
Private Markets in 2024: What’s Driving Investor Interest and How Advisors Can Capitalize
Private markets are on the rise in 2024, offering the potential for higher returns and diversification opportunities. As investors seek exclusive investments in sectors like private equity and real estate, financial advisors must adapt to meet this demand. However, incorporating private markets comes with challenges such as time-consuming due diligence and educating clients about risks. To stay competitive, advisors can leverage AI-driven platforms like Helix to streamline processes and offer real-time market insights.
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.
AI Myths That Could Be Costing Your Clients—And How to Overcome Them
Today we dispelling common misconceptions about AI in wealth management. By utilizing AI-driven insights, advisors can deepen client relationships and deliver tailored advice effectively. Embrace the power of AI with Sage and transform your advisory practice to new heights.
TIFIN AG Demo from the FinovateFall Conference
Watch this demo and learn how to use our TIFIN AG solutions to drive net new assets.
Get Ahead of Giving Season: The Benefits of Early Planning with Donor-Advised Funds
By encouraging clients to start planning before the Giving Season rush, financial advisors can leverage donor-advised funds and reduce stress before the holiday rush.
Get Ahead of Giving Season
Help clients reduce stress and leverage the advantages of donor-advised funds by planning before the holiday rush.
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.”