The Critical Role of AI in the Future of Banks and Credit Unions
AI is transforming banks and credit unions by boosting wallet share and retention through personalized services and data-driven insights.
How Artificial Intelligence Can Help Ensure Your RIA’s M&A Isn’t DOA
Explore how AI can empower RIAs to navigate market challenges, enhance client retention, and drive growth through mergers and acquisitions.
TIFIN AG Announces Strategic Partnership with GenWealth Financial Advisors
TIFIN AG has partnered with GenWealth Financial Advisors to deliver AI-powered insights that boost client acquisition and growth.
Top Ten Reasons Wealth Management Firms Should Stop Buying Prospect Lists and Adopt AI
AI can help wealth managers increase organic growth and stay competitive in the marketplace.
TIFIN AG Demo from the FinovateFall Conference
Watch this demo and learn how to use our TIFIN AG solutions to drive net new assets.
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.
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.
Building a Smart Data Strategy for Your Wealth Firm
How Better Data and Precision AI Can Fuel Growth for Wealth Management It’s a very old maxim in the tech world: GIGO, or Garbage In, Garbage Out. Since the earliest days of computing, people understood that feeding bad data into a system would provide a flawed answer, even if every part of the calculation was […]
Growth: Your Business Case for Investing in AI & Data Science
Are you ready to harness the full potential of your firm’s data? Watch a replay of an insightful webinar featuring Greg Beltzer, Head of Technology at RBC Wealth Management, and Ben Pitts, Head of Sales Development & Research at TIFIN Wealth, as they explore why investing in data science is crucial for the growth and […]