TIFIN AG recently hosted the webinar, “Leveraging AI for Long-Term Success,” where we explored how firms are using AI to accelerate growth and deepen client relationships.
The session highlighted how TIFIN AG’s AI-powered solutions reduce administrative burden, enhance engagement, and empower advisors to focus on high-impact opportunities that drive long-term success.
In just 30 minutes, you’ll learn:
-
How to spend more time with clients and less on manual tasks
-
Why traditional practice management is falling short
-
Real-world examples of AI driving growth and retention
-
A live walkthrough of advisor-ready AI dashboards