How AI is Accelerating the Shift from Brokerage to Advisory
AI is accelerating the shift from brokerage to advisory. By surfacing opportunities and empowering advisors, firms can drive deeper relationships and measurable growth.
Webinar: Leveraging AI for Long-Term Success
See how AI is reshaping advisor success. In this 30-minute webinar, TIFIN AG shares how firms are using AI to cut manual work, enhance client engagement, and unlock long-term growth through actionable, advisor-ready dashboards.
Podcast: Rethinking Growth: AI’s Role in the Modern RIA
AI isn’t a threat—it’s an advantage. In this Growth Studio episode, Rajini Kodialam shares how RIAs can harness AI to scale growth, deepen relationships, and stay competitive.
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 However, many advisors still struggle to scale personalization effectively, relying on outdated segmentation methods and generic outreach.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 to Make Investing Engaging Using AI with Founder & CEO Dr. Vinay Nair – WealthTech on Deck Podcast
TIFIN Founder & CEO Dr. Vinay Nair recently joined Jack Sharry on the WealthTech on Deck podcast to discuss trends in AI, WealthTech, and holistic wellness. ChatGPT may have recently taken the world by storm, but artificial intelligence is not new. In this episode, Vinay talks with Jack about how TIFIN is disrupting WealthTech, his […]
Prospecting with NexGen Technologies for Financial Advisors
To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. In fact, research suggests it takes an average of eight touch points to convert a prospect into a sale – making it a particularly arduous process. Fortunately, thanks to advances in technology, prospecting isn’t […]
Accelerating Growth through Measurable Content Marketing
In a video from Digital Wealth News’ Fintech Mastermind Series, watch as Niharika Shah, Chief Growth Officer of TIFIN Wealth, and Meghan McCartan, Chief Marketing Officer of Hightower Advisors discuss how financial advisors can accelerate growth through measurable content marketing. Watch to learn how advisors can leverage technology to: Strategically expand their businesses through personalized […]
Start Blogging: Simple Steps for Financial Advisors
In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd. One of the best ways available for advisors to make their voice heard online is with a blog as a way of staying top-of-mind with clients and prospects. Advisors should […]
4 Types of Email Marketing Automation to Bolster Your Firm’s Outreach
Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media. However, automation does not mean that you can set it and forget it. While marketing automation allows you to be more efficient and effective, you still need to develop, analyze, and optimize your channels and tactics. […]
How To Drive More Leads with Tailored Marketing
Wealth managers who are looking to grow their businesses ought to utilize marketing to create awareness for their services, nurture prospects, and keep clients engaged. A well-tailored marketing strategy helps guide prospects to become clients with strategic touch points that lead users to take desired actions. On average, it takes 13 touch points to convert […]