Originally published by TIFIN AG – “The Growth Studio”
Explore how data intelligence and AI are reshaping the future of wealth management. In this episode of The Growth Studio, Josh Peter, VP of Client Success, and Paul Drabinski, VP of Data Science, share how leading firms are using AI to drive organic growth, boost advisor productivity, and personalize client engagement at scale.
Whether you’re focused on helping advisors take action with smarter insights or aligning asset management distribution with sales strategy, this conversation offers practical takeaways for wherever you are in your AI journey.
Learn how TIFIN AG supports wealth firms and advisors
Explore TIFIN AMP for asset managers and distribution teams
Tune in and let’s grow together.