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 However, many distribution teams still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach to advisors.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, […]
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 […]
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 […]
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 […]
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 […]
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.
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.