I’ve spent my career leading data-driven distribution strategy at two of the world’s largest asset managers. And I can tell you from experience—when volatility hits, the business doesn’t slow down. It speeds up.
Whether it was our top-performing fund suddenly underperforming, a major sales re-org, or global market disruption, one thing remained constant: everyone came to the data and business intelligence team.
Why? Because in moments of uncertainty, data is clarity. It becomes the lifeline for managing the business, guiding client conversations, and making fast, confident decisions when the stakes are high.
Volatility Exposes Gaps—and Creates Opportunity
When the market turns, leadership needs answers quickly:
- Do we understand our clients’ full engagement and exposure?
- Are we staying close to top advisors?
- Who holds our most at-risk positions, and how are we mitigating them?
- Is our messaging aligned and reaching the right audience?
- Can we adapt our strategy and launch a coordinated response?
- Precision in advisor and client engagement
- Proactive identification of risk and opportunity
- Retention that positions you for long-term growth
- Empowering teams—not replacing them—with better data
- Schedule a conversation about TIFIN AG— our intelligence platform for wealth managers and advisor teams. Visit tifin.com/ag.
- Schedule a conversation about TIFIN AMP— our distribution intelligence solution for asset managers. Visit tifin.com/amp.