ICYMI – Podcast: Unlocking the Power of Data & AI in Wealth Management
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 […]
Podcast: Unlocking the Power of Data & AI in Wealth Management
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 […]
Where Customization Meets Scale: Rethinking Model Portfolio Delivery
In today’s wealth management landscape, OCIOs and asset managers sit at the center of immense value creation. They shape research, design models, and define investment philosophies — but too often, those insights never make it to the client portfolio. Advisors remain disconnected from enterprise guidance, and the impact of well-intentioned research gets lost in translation. […]
Why Alts, Why Now: Unlocking the Potential of Private Markets
The landscape of alternative investments is rapidly evolving. Once considered a niche, private markets have become a cornerstone for diversification and enhanced returns. Retail wealth invested in alts is projected to grow 12% annually over the next decade, driven by investor demand for differentiated strategies and income-generating assets. According to a CAIS-Mercer study from December […]
How AI is Accelerating the Shift from Brokerage to Advisory
As wealth management firms seek new avenues for organic growth, many face a familiar challenge: how to transition transactional clients into deeper, advice-driven relationships. While this shift has long been underway, AI is now the accelerator—turning signals into strategy and opportunity into growth. The move from brokerage to advisory is no longer just a trend; […]
When Markets Get Uncertain, The Best Firms Double Down on Data
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 […]
Podcast: Rethinking Growth: AI’s Role in the Modern RIA
In this episode of The Growth Studio, Samantha Davison sits down with Rajini Kodialam—co-founder emeritus of Focus Financial Partners and board member at TIFIN AG—to discuss how RIAs can harness AI to drive organic growth. Rajini shares why AI is not a threat but a strategic advantage for advisors, especially those ready to scale efficiently, […]
The Power of Personalization: Scalable Engagement with AI
Today’s advisors expect more than a one-size-fits-all approach to wealth management. They demand tailored experiences, relevant insights, and proactive engagement that aligns with their clients’ unique financial goals and life circumstances. However, many distribution teams still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach to advisors. The result? Missed opportunities, […]
The Power of Personalization: Reaching Investors Where They Are with AI
Today’s investors expect more than a one-size-fits-all approach to wealth management. They demand tailored experiences, relevant insights, and proactive engagement that aligns with their unique financial goals and life circumstances. However, many advisors still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach. The result? Missed opportunities, disengaged clients, and an […]
How Early Tech Adoption Can Drive Success: 5 Tips for Implementing AI
Discover how early adoption of AI can drive measurable growth in revenue, market share, and profitability.