Sowell Management Has Partnered with TIFIN AG to Enhance Client Acquisition Strategy
Sowell Management to leverage TIFIN AG’s AI-powered wealth management platform and data science expertise to identify new growth opportunities.
A Copilot for Market Volatility: How Advisors Can Use AI for Growth and Retention in Uncertain Times
How AI helps advisors tackle market volatility by improving client communication, predicting at-risk clients, and optimizing portfolio management.
Whitepaper – Applying AI in Asset Management Distribution
In this whitepaper, TIFIN AMP President & CRO Charlie Shaffer digs into the data dilemma in driving growth. Learn how Asset Managers must transcend their outdated systems and platforms to thrive in today’s competitive distribution environment.
How Data Science Helps Drive Organic Growth in Wealth Management
The use of AI can assist firms to better understand client behaviors, identify high-value opportunities and optimize their outreach efforts.
Finding New Streams When the Inorganic Growth Well Runs Dry
Discover how innovative organic growth strategies can revitalize your firm’s success in a changing wealth management landscape.
TIFIN AG on AWS Marketplace: Transforming Wealth Management with AI
TIFIN AG, our innovative AI platform, is now available on AWS Marketplace.
The Case for AI in Asset Management Distribution
ChatGPT, have you heard of it? How about AI or Machine Learning? Of course, you have. Unless you’ve been under the proverbial rock for several months, talk of Artificial Intelligence has inundated our airwaves, inboxes, and feeds. If you’re an Asset Manager, specifically someone focused on sales and marketing, you’ve probably wondered how this new technology can be leveraged to grow your AUM.
Listen: Employing AI to Meet the Pace of Evolution with Jack Swift
TIFIN AMP’s Jack Swift recently appeared on the Advisorpedia podcast to discuss the reshaping of the asset management space by AI and how the seasoned team at TIFIN AMP is ahead of the evolving industry and market.