Your innovation partner for asset growth.
Whether you are a wealth management or banking executive, sales director, financial advisor or marketer, our AI-powered solutions are designed to address your most pressing growth challenges.
Expansion
Discover expansion opportunities by predicting clients’ total investable assets and the likelihood of moving outside assets in-house. Our advanced AI and machine learning algorithms rank clients using the TIFIN Score, ensuring advisors focus on the most promising opportunities.
Asset consolidator
Designed to help your advisors capture more advisory assets and increase wallet share.
Adjacent business prospects
Identify cross-selling opportunities from adjacent business units that are most likely become wealth clients.
Mergers and acquisitions
Use AI to boost M&A success by valuing acquisitions, identifying at-risk clients, and prioritizing high-value opportunities.
Retention
Assets at-risk
Enhance asset retention by pinpointing clients at risk of moving assets elsewhere, empowering advisors to proactively engage their clients and mitigate outflows before they occur.
Acquisition
Existing prospects
Enhance the insights within your existing prospect pipeline to better qualify leads. Scalably match the most likely-to-close prospects with the best-suited advisors, streamlining the process and improving close rates.
Characteristics of acquisition strategies
Boost wealth management growth with TIFIN AG™.
Your innovation partner for AI-powered asset growth.