[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
SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence
Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth OAKS, Pa., Feb. 21, 2024 – SEI® (NASDAQ:SEIC) today announced a strategic investment of $10 million in TIFIN, a leading innovation platform accelerating the adoption of artificial intelligence (AI) in wealth management. TIFIN’s pace of development and breadth of AI solutions—combined with SEI’s scale, technology, and distribution—will help […]
TIFIN AMP’s Industry-First Integrated Data Fabric + Intelligence Cloud Platform Transforms Asset Management Distribution
The combined technology unifies and enriches firm data sources and generates real-time, predictive insights to increase client engagement and drive sales conversion rates. BOULDER, Colo. and NEW YORK, NY, Feb 8th, 2024 – TIFIN AMP, the cutting-edge AI platform modernizing Asset Management distribution, has expanded its capabilities to optimize data integration and distribution intelligence for […]
TIFIN AMP’s Industry-First Integrated Data Fabric + Intelligence Cloud Platform Transforms Asset Management Distribution
The combined technology unifies and enriches firm data sources and generates real-time, predictive insights to increase client engagement and drive sales conversion rates.
TIFIN Give expands its reach as a leading technology powered philanthropy platform for wealth enterprises
Through the acquisition of Giving Place, TIFIN Give expands its capabilities to service family offices and foundations. The combined firm now oversees $670 Million in philanthropy assets and helped facilitate $40 Million in charitable donations in 2023. BOULDER, Colo. and NEW YORK, February 1st, 2024 — TIFIN, a leading AI and innovation platform, today announced its philanthropy platform TIFIN Give has […]
TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to help Wealth Enterprises Drive Net New Assets
The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors
[Financial Planning] Don’t fear the robots: the case for deploying AI in wealth management
