Unlocking Growth: How AI is Accelerating the Shift from Brokerage to Advisory
As wealth management firms seek new avenues for organic growth, many face a familiar challenge: how to transition transactional clients into deeper, advice-driven relationships. While this shift has long been underway, AI is now the accelerator—turning signals into strategy and opportunity into growth. The move from brokerage to advisory is no longer just a trend; […]
Webinar: Leveraging AI for Long-Term Success
TIFIN AG recently hosted the webinar, “Leveraging AI for Long-Term Success,” where we explored how firms are using AI to accelerate growth and deepen client relationships. The session highlighted how TIFIN AG’s AI-powered solutions reduce administrative burden, enhance engagement, and empower advisors to focus on high-impact opportunities that drive long-term success. In just 30 minutes, […]
How Early Tech Adoption Can Drive Success: 5 Tips for Implementing AI
Discover how early adoption of AI can drive measurable growth in revenue, market share, and profitability.
Podcast: A Conversation with GenWealth Financial Advisors
AI in Action: How GenWealth Financial Advisors uses AI to scale and strengthen client relationships
Bridging the Cross-Selling Gap in Banking
AI empowers banks to turn existing customers into wealth management clients.
From the Advisor’s Chair to the CPO’s Desk: How Technology is Transforming Wealth Management
Bridging the gap between advice and technology—how smarter tools are reshaping wealth management.
Webinar: Unlocking Growth Beyond Acquisition
Learn how AI helps firms retain acquired clients, expand wallet share, and drive sustainable growth post-merger.
Podcast: Navigating Innovation with Andy Brown
The firms that embrace AI today will be the ones leading the industry tomorrow.
Leveraging AI in Wealth Management – Build, Buy, or Partner?
AI offers wealth management firms a choice: build, buy, or partner — but only the right approach unlocks personalized growth at scale.
Podcast: A Look Behind the AI Curtain
In this episode of The Growth Studio, we sit down with Shru Troup, Senior Data Scientist at TIFIN AG, to explore the transformative role of AI in wealth management. Shru shares her journey into data science, the inspiration behind her work, and how data science expertise is driving innovation in the industry. From the challenges […]