Adding $450m+ In New Assets From Wealth Consolidation Efforts Using AI-Powered Growth Insights
A North American wealth management firm partnered with TIFIN AG to use AI for asset consolidation through CRM insights.
Using Data Science To Prioritize Prospects And Drive Webinar Attendance
A leading RIA firm used TIFIN AG to unlock actionable insights from messy CRM data, targeting mission-aligned prospects.
Supporting a Maturing Family Giving Program
Learn how TIFIN Give supports the needs of a maturing family giving program.
Avoiding The Year-End Scramble
“Our end-of-year scramble was eliminated with TIFIN Give. We were able to plan and execute gifts earlier in the year, ensuring nothing was missed and all tracking was automated.”