[American Banker] RBC rolls out AI-based tools to financial advisors
Royal Bank of Canada’s U.S. wealth management arm has partnered with TIFIN AG to provide RBC’s team of advisors with a suite of artificial intelligence tools for deepening client relationships and spotting potential missed opportunities.
Jeannette Kuda Joins TIFIN AG as Chief Operating Officer
TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Jeannette Kuda, as Chief Operating Officer of its TIFIN AG platform.
AI, Technology, and the Advisor-Client Relationship – Founder & CEO Dr. Vinay Nair in the IWI Monitor
Founder & CEO Dr. Vinay Nair recently spoke with Investments & Wealth Institute Monitor Editorial Advisory Board Chair Avi Sharon about using artificial intelligence and technology more broadly to impact the world of financial advice and the advisor-client relationship. Read their conversation in the most recent edition of the Investments & Wealth Monitor.
Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio
TIFIN announces the appointment of Rob Pettman as its Chief Revenue Officer and President. In his new role, Pettman will report directly to TIFIN’s Founder and CEO, Dr. Vinay Nair.
TIFIN AG acquires new capabilities from WestCap to Accelerate AI Platform for Wealth Managers
In partnership with the strategic operating and investing firm WestCap, TIFIN AG is set to acquire capabilities from the firm’s in-house Technology Practice which is dedicated to building AI and data science solutions for WestCap and its portfolio companies.
[CNBC] TIFIN’s Founder & CEO Vinay Nair on new era of AI-driven investing
Founder & CEO Dr. Vinay Nair joined CNBC’s Closing Bell to discuss how Magnifi by TIFIN is ushering in a new era of AI-driven investing. Magnifi now has 40,000+ investors who have connected over $1.5B in linked accounts to have a full view of their wealth and make more informed investing decisions.
RBC rolls out AI-based tools to financial advisors
Royal Bank of Canada’s U.S. wealth management arm has partnered with TIFIN AG to provide RBC’s team of advisors with a suite of artificial intelligence tools for deepening client relationships and spotting potential missed opportunities
TIFIN announces Brooke Juniper as CEO of its AI-powered Investment Assistant, 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
TIFIN has been selected as winner of the “Best FinTech Startup” award in the 8th annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market today.
TIFIN AG Announces Collaboration with RBC Wealth Management-U.S. to Deepen Advisor-Client Relationships
All financial advisors at RBC Wealth Management-U.S. now have access to AI-Powered Insights, a new program that uses artificial intelligence to observe client behaviors and patterns to identify those who might have money in motion following a significant financial event.