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November 12, 2025 – Jonathan Michael, Director of Growth at TIFIN AXIS, was featured as a key industry expert in Financial Planning’s survey of 250 advisors identifying AI capabilities they want but don’t yet have. The article positions Jonathan explaining wealth management’s critical shift from basic chatbot tools to agentic AI that executes complex workflows.
The Industry Transformation
“AI is moving away from simple chatbot responses, input-output questions, towards software doing the actual work,” Jonathan explained. “That is the core premise. That’s what everyone is backing. All the billions of dollars are going towards that vision right now.”
Jonathan emphasized the importance of cutting through buzzwords to focus on actual outcomes, providing the industry-standard definition: “An agent is an AI system that has access to tools and can operate in a loop to accomplish a complex task.”
Solving Integration Chaos
Addressing advisors’ number one frustration—managing 20+ disconnected platforms—Jonathan outlined how agentic AI creates unified infrastructure:
“If you have your custodian integrations, your CRM data, your financial planning data come in nicely into an AI system where you can pull in all the right data flows, run the right workflows within one infrastructure, then you can just keep adding on more blocks. That frees up a firm to just focus on what they do best, as opposed to doing hundreds of demos and figuring out what they need and then figuring out how to integrate them.”
This vision directly aligns with TIFIN AXIS’s mission: an 11-agent AI system built on Palantir’s data infrastructure that automates advisor transitions and middle-office operations, reducing onboarding time from 90 days to 14 days.
About the Survey
Financial Planning surveyed 250 advisors to identify gaps in current AI tools across six categories: workflow automation, portfolio management, platform integration, CRM capabilities, compliance, and marketing. The research validates growing demand for agentic AI solutions like TIFIN AXIS that move beyond assistance to actual execution.
About TIFIN AXIS
TIFIN AXIS is an AI agent platform that automates advisor transitions and middle-office operations for wealth management firms. Built on Palantir’s data infrastructure, AXIS transitions uses an 11-agent system to reduce advisor onboarding from 90 days to 14 days, enabling faster revenue generation and improved operational capacity.
The TIFIN Group LLC (TIFIN) is a platform of products and companies that apply AI for financial services, with a focus on wealth management, asset management and insurance. TIFIN’s companies include TIFIN Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, Give and AXIS. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others.
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