Achieve your personalized goals and objectives.

Using artificial intelligence (AI) and advanced machine learning (ML) algorithms, AG examines your data, identifies trends, and delivers actionable intelligence to wealth enterprises.

Unify data

Wealth management firms face fragmented and siloed data systems that hinder insights, decision-making, and growth, creating a pressing need for unified data management to drive efficiency and performance. AG integrates with your tech stack, while ensuring SOC 2 Type compliance.

Derive intelligence

AG is powered by an ensemble of algorithms that when combined, deliver predictive indicators of organic growth across various use cases.

Outreach and engagement

Build relationships through direct outreach such as marketing campaigns, emails, and strategic calls.

Deliver insights

Provide intelligence through your existing tech stack or AG’s portal for easy access and integration.

Retrain and refine

Continuously improve models through feedback loops that update scores and insights.

Art meets science: Elevating wealth management

At TIFIN AG, we believe that the perfect blend of art and science can transform the way wealth management firms operate and grow. Our innovative approach combines cutting-edge technology with industry expertise to deliver unparalleled results. Here’s how we bring this vision to life:

Adoption

We tailor AI adoption to your firm’s needs for smooth integration. We identify the best use cases, provide hands-on training, and ensure AI becomes a natural part of your practice.

Tech stack integration

We seamlessly integrate with your existing technology, enhancing your business and eliminating silos. Our solutions work harmoniously with your current tech, empowering your team with the tools they need to succeed.

Practice management

Our AI tools streamline operations, letting you focus on your clients. We offer insights and efficiency solutions to make your practice more productive and profitable.

Client success team

We are dedicated to your success, partnering with you to maximize the impact of our technology and AI solutions, driving your growth goals with personalized support.

Boost wealth management growth with TIFIN AG™.

Your innovation partner for AI-powered asset growth.