AI Mythbusters
No technology is moving faster, nor has a greater capacity for changing the world than AI. It has grabbed countless headlines over the past few years, but even before ChatGPT, it has been changing the way we search the web, find new music, and monitor our credit. AI encompasses a diverse array of approaches, including […]
Podcast: A Conversation with GenWealth Financial Advisors
AI in Action: How GenWealth Financial Advisors uses AI to scale and strengthen client relationships
The AI Advantage: How Asset Managers Are Transforming Wholesaler-Advisor Engagement
For asset managers, growth isn’t just about delivering exceptional investment products; it’s also about strengthening the relationships between wholesalers and advisors. By integrating artificial intelligence (AI), firms can optimize engagement strategies, improve efficiency, and deepen connections that drive better client outcomes. AI is transforming how wholesalers interact with advisors, providing data-driven insights that foster more […]
Bridging the Cross-Selling Gap in Banking
AI empowers banks to turn existing customers into wealth management clients.
From the Advisor’s Chair to the CPO’s Desk: How Technology is Transforming Wealth Management
Bridging the gap between advice and technology—how smarter tools are reshaping wealth management.
Webinar: Unlocking Growth Beyond Acquisition
Learn how AI helps firms retain acquired clients, expand wallet share, and drive sustainable growth post-merger.
Building Trust in Wealth Management: Solving the Data Dilemma
The wealth management industry is entering a new era defined by data-driven decision-making. However, this shift brings a growing tension: many firms are uncomfortable with how their data is shared. The fear of misuse, combined with an overabundance of irrelevant product pitches, creates barriers that prevent wealth firms, asset managers, and advisors from fully realizing […]
Leveraging AI in Wealth Management – Build, Buy, or Partner?
AI offers wealth management firms a choice: build, buy, or partner — but only the right approach unlocks personalized growth at scale.
The Benefits of a Closed System: Why TIFIN AMP Prioritizes Control for Superior Results
The debate between closed and open systems has defined the trajectory of technological innovation for decades. Open systems, like Microsoft’s approach with Windows, allow external hardware manufacturers to integrate and adapt freely, fostering flexibility but also introducing variability and complexity. Closed systems, like Apple’s ecosystem, prioritize control over the entire experience—software, hardware, and user interface—to […]
Podcast: AI as a Growth Driver
Hear from TIFIN AG leaders, partners, industry experts, and clients as we explore the world of AI in wealth management.