[Investment News] AssetMark and TIFIN Give forge DAF partnership
The integration partnership will help more AssetMark advisors weave philanthropy into their clients’ planning with TIFIN Give’s advanced technology.
[WealthManagement.com] AssetMark Announces Strategic Collaboration with TIFIN Give
The relationship will give AssetMark’s network of over 10,000 advisors access to TIFIN Give’s advanced DAF technology.
Focused on the Future Podcast: TIFIN’s Vinay Nair on AI and Embracing Reinvention
TIFIN’s founder discusses the opportunities and challenges AI presents and the importance of adaptability for achieving success.
[Financial Advisor Magazine] The AI Advantage in Wealth Management
To understand the opportunities and applications of AI to spur organic growth, we reached out to Jeannette Kuda, chief operating officer of TIFIN AG—a financial technology firm that employs advanced algorithms to help wealth enterprises answer specific questions to drive net new asset growth.
[American Banker] RBC rolls out AI-based tools to financial advisors
Royal Bank of Canada’s U.S. wealth management arm has partnered with TIFIN AG to provide RBC’s team of advisors with a suite of artificial intelligence tools for deepening client relationships and spotting potential missed opportunities.
[American Banker] RBC rolls out AI-based tools to financial advisors
Royal Bank of Canada’s U.S. wealth management arm has partnered with TIFIN AG to provide RBC’s team of advisors with a suite of artificial intelligence tools for deepening client relationships and spotting potential missed opportunities.
[CityWire] TIFIN AI spinoff hires LPL and Envestnet veteran Todd Cooper as chief revenue officer
An arm of artificial intelligence-powered fintech firm TIFIN has brought on a former LPL Financial executive Todd Cooper to serve as the firm’s new chief revenue officer.
[CNBC] TIFIN’s Founder & CEO Vinay Nair on new era of AI-driven investing
Founder & CEO Dr. Vinay Nair joined CNBC’s Closing Bell to discuss how Magnifi by TIFIN is ushering in a new era of AI-driven investing. Magnifi now has 40,000+ investors who have connected over $1.5B in linked accounts to have a full view of their wealth and make more informed investing decisions.
RBC rolls out AI-based tools to financial advisors
Royal Bank of Canada’s U.S. wealth management arm has partnered with TIFIN AG to provide RBC’s team of advisors with a suite of artificial intelligence tools for deepening client relationships and spotting potential missed opportunities
[Digital Wealth News] How TIFIN AG Is Helping Wealth Enterprises Drive Net New Asset Growth From Their Existing Data Through AI-Powered Insights
DWN recently connected with Jeff Koeneman, Chief Experience Officer of TIFIN AG, a technology platform that serves as the AI partner driving asset growth for wealth enterprises.