TIFIN CEO Pioneers AI Solutions for Financial Services
Dr. Vinay Nair, founder and CEO of TIFIN, is developing AI solutions that modernize operations and improve decision-making across wealth management, insurance, and asset management.
Why Most AI in Workplace Finance Doesn’t Work
Most workplace AI assistants are just search bars with a fancy name — and in personal finance, that’s not enough. This white paper from Marc McDonough, CEO of TIFIN @Work, explores why most AI in workplace finance fails to deliver real value, and how AI agents and knowledge graphs can create truly personalized, actionable guidance.
Op-Ed: The “Advisory Firm of 1” — AI will change how your wealth is managed
The “RIA of 1” is here—AI lets a single advisor deliver faster, more personalized guidance to many more clients.
TIFIN Expands AI Operations Creating Global Hub for Financial LLM Innovation and Expanding Access Through Multilingual AI
TIFIN has opened a multilingual LLM hub in India to accelerate around-the-clock development and expand personalized financial AI globally.
The Growth Myth
Wealth firms are swimming in data but struggling to act on it. Aggregators show snapshots, not signals. TIFIN AG turns fragmented client data into actionable insight, helping advisors prioritize opportunities and drive true organic growth.
Build, Buy, or Partner: Navigating the Crossroads of Scalable Personalization
Building is slow, buying is shallow. Partnering with Sage flips the script—turning personalization into scale with faster coverage, less prep, and more meaningful touchpoints.
Podcast: AI-Powered Growth Across Wealth and Asset Management
AI is transforming wealth and asset management. In this Growth Studio episode, TIFIN’s Tom Van Horn shares how firms use AI to drive growth, acquisition, and scalable impact.
From Passive to Purposeful: Customizing Your DAF Investment Policy
DAFs are no longer just passive giving vehicles. With a custom Investment Policy Statement, families can align charitable capital with their mission, values, and long-term goals—turning philanthropy into both impact and growth.
Inside Helix: A Conversation on Solving the Private Markets Puzzle
Private markets promise growth but remain complex. In this conversation, TIFIN’s Rob Pettman and Helix COO Steve Snyder discuss how AI-powered tools can streamline due diligence, enhance advisor enablement, and unlock scalable access to alternatives.
Wall Street needs to develop its own AI systems, not rely on Big Tech
In this CNBC op-ed, Vinay Nair argues that financial institutions relying on generic AI risk falling behind. The real competitive edge will come from domain-specific models—purpose-built to translate financial intent into intelligent action.