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Category: Product

[CityWire] TIFIN AI spinoff hires LPL and Envestnet veteran Todd Cooper as chief revenue officer

An arm of artificial intelligence-powered fintech firm TIFIN has brought on a former LPL Financial executive Todd Cooper to serve as the firm’s new chief revenue officer.

ADVISE AI conference to showcase practical uses of AI for advisors; register now

ADVISE|AI

Financial Planning and its parent company, Arizent, are launching ADVISE AI, a first-of-its-kind conference that will bring artificial intelligence in wealth management to life.

TIFIN AG acquires new capabilities from WestCap to Accelerate AI Platform for Wealth Managers

New partnership and capabilities follow the recent spin-off of TIFIN AG with a seasoned board

[Digital Wealth News] How TIFIN AG Is Helping Wealth Enterprises Drive Net New Asset Growth From Their Existing Data Through AI-Powered Insights

DWN recently connected with Jeff Koeneman, Chief Experience Officer of TIFIN AG, a technology platform that serves as the AI partner driving asset growth for wealth enterprises.

TIFIN taps ex-BlackRock exec to lead advisor AI platform

Brooke Juniper, CEO Sage

The former Blackrock executive joins to accelerate the adoption of investment-related conversational AI capabilities within Wealth Enterprise firms.

TIFIN Named “Best Fintech Startup” in 8th Annual FinTech Breakthrough Awards Program

Prestigious Annual Awards Program Recognizes Outstanding Financial Technology Products And Companies Around the World

[Financial Advisor Magazine] RBC Adopts TIFIN AI Wealth Management Tool

Technology firm TIFIN AG announced that RBC Wealth Management-US has agreed to use the company’s new artificial intelligence wealth management program that tracks the flow of money in client accounts.

[Financial Planning] RBC turns to AI to capture more of clients’ wallet share

RBC’s artificial intelligence system, provided by the technology firm TIFIN AG, equips the firm’s more than 2,000 U.S. advisors with prioritized and actionable insights to grow net assets under management.

TIFIN AG Announces Collaboration with RBC Wealth Management-U.S. to Deepen Advisor-Client Relationships

The partnership expansion follows recently announced addition of industry veterans to the board of TIFIN AG

SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence

Strategic investment and partnership between SEI and TIFIN fosters industry talent, innovation, and growth

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