Everyone’s chasing it. Few have cracked it.
In wealth management, growth is often seen as a matter of doing more—more outreach, more campaigns, more hustle. But beneath the surface, organic growth is stalling.
Firms are swimming in data, yet struggling to see the full picture. Why? Because the myth persists:
“We already have what we need.” An aggregator. A CRM. A dashboard of dashboards.
But if growth were simply a matter of collecting data, every firm would be thriving.
The truth? Aggregators are great at pulling in client data but they don’t make it usable. The information remains fragmented, messy, and hard to act on. That’s not intelligence. That’s overload.
There are two main issues with using an aggregator alone to get the intelligence that helps you win more client assets.
- You can’t get every client to link their accounts. Aggregators depend on client participation and the friction can be high. Many clients are hesitant to connect accounts, forget login credentials, or simply don’t complete the setup. This means you’re often missing significant pieces of the puzzle, especially for held-away assets.
- Even when accounts are linked, aggregation only shows a snapshot. Aggregators display what is, not what could be. To achieve sustainable organic growth you need to go beyond balances and holdings, and look at behavioral signals and predictive intelligence to assess the likelihood of movement which clients are likely to shift assets, and when. This allows you to prioritize outreach not just by value, but by actionable opportunity.
The AI platform designed to drive asset growth
TIFIN AG turns that flood of raw data into precise, actionable insight. We go beyond aggregation—cleaning, enriching, and connecting the dots to reveal what really matters.
Our supervised AI models analyze your unified data to uncover who’s most likely to consolidate assets, resemble your best clients, or quietly walk away.
We then surface these insights directly in your CRM, prioritized and explained through a proprietary TIFIN Score so advisors know exactly where to focus and why.
Because growth isn’t about more dashboards. It’s about smarter decisions, made faster.
We don’t just deliver scores. We explain them using SHAP analysis to show advisors the factors behind each insight. That transparency builds trust, adoption, and confidence in every action.
And those actions work.
Advisors engaging top-ranked clients and prospects have seen:
- +5.4% increase in net new assets (vs. lower-ranked households)
- +2.4% NNA lift compared to control groups
More importantly, clients in the top 25% of TIFIN Scores are:
- 8.4x more likely to consolidate assets
- 11.6x more likely to experience large outflows
- 5.4x more likely to resemble your ideal client
Let’s Rewrite the Growth Story
TIFIN AG doesn’t ask you to start over. We connect to what you already have—and make it exponentially more powerful.
With seamless integration, encrypted infrastructure, and advisor-first design, we turn your tech stack into a growth engine.
We support your teams, retrain your models, and partner with you to ensure long-term success—not just another software deployment.
Because the firms that win in the future won’t be the ones with the most data. They’ll be the ones that know how to use it.
You’ve heard the myth.
Now it’s time to build the future. Schedule a consultation today.
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AI Mythbusters by Paul Drabinski