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.
Why “Financial Wellness” is Outdated: How TIFIN @Work Delivers Action-Oriented Financial Solutions for Today’s Workforce
Say goodbye to generic advice and hello to personalized, actionable steps that enhance productivity, reduce stress, and foster loyalty. With clear guidance tailored to individual goals, employees can take control of their finances and make significant strides towards financial security. The result? A happier, healthier workforce that drives better business outcomes and ensures a brighter future for your company.
One Platform, Endless Possibilities: Simplifying Private Market Investments with Helix’s AI and Data Integration
Discover how Helix by HL is revolutionizing private market investing with a unified platform that combines advanced AI technology and extensive proprietary data. Say goodbye to labor-intensive research and fragmented information sources. With Helix, access comprehensive data integration, AI-driven insights, customizable reports, and cost-efficient scalability—all in one user-friendly interface.
6 Ways You’re Missing Out if AI Isn’t in Your Investment Planning Strategy
Discover the power of AI in transforming how advisors manage client investments. From enhanced decision-making to personalized client experiences at scale, AI-driven tools like Sage are revolutionizing the financial landscape.
Open Enrollment – A Time to Reevaluate Your Benefits Package and How TIFIN @Work Can Help
Open enrollment is a crucial time for employees to make informed decisions about their benefits, and TIFIN @Work provides personalized, AI-driven guidance to simplify this process. By offering tailored recommendations, seamless payroll integration, and proactive communication, TIFIN @Work helps employees optimize their benefits choices and enhances overall financial wellness. For advisors, the platform offers a strategic opportunity to deepen client relationships and position themselves as essential financial partners during this pivotal period.
Differentiating Your Practice with Alternative Investments: Leveraging Helix to Attract and Retain Clients
Helix empowers advisors to attract and retain high-net-worth clients with customized solutions and superior service, simplifying alternative investments on their journey towards success.
Testimonial – Brian Carlin
“The ability to leverage these types of AI solutions to grow your business is going to be a complete game changer.” Brian Carlin, Former CEO of JP Morgan Wealth Management & Private Capital and TIFIN Board Member
Whitepaper – Applying AI in Asset Management Distribution
In this whitepaper, TIFIN AMP President & CRO Charlie Shaffer digs into the data dilemma in driving growth. Learn how Asset Managers must transcend their outdated systems and platforms to thrive in today’s competitive distribution environment.