TIFIN AG

Trusted by:

The Challenge

70% of wealth management firms are struggling to achieve consistent and predictable asset growth. Traditional strategies fail to capture new assets or retain clients effectively. Outdated methods leave firms vulnerable, lacking the insights needed for lasting success.

The Solution

TIFIN AG accelerates asset growth with supervised AI solutions that learn from advisor and client behaviors to deliver actionable recommendations. Our data-driven insights empower wealth managers to focus on key opportunities, ensuring scalable success and a long-term competitive advantage.

Proven Results

Leveraging our Expansion, Retention, and Acquisition models, clients and prospects ranked in the Top 25% of TIFIN Scores are:

Expansion

16.8x

more likely to consolidate their assets.

Retention

13.1x

more likely to be at risk of large distributions.

Acquisition

6.1x

more likely to become clients.

Our clients have experienced a 4.5% net increase in AUM and reached their growth goals in half the expected time.

Advisors Often Ask...

Which of my clients  are likely to have assets held away from my management?

Which of my current clients are likely to consolidate their outside assets with me?

Which of my clients are at-risk of large outflows or distributions?

Are any of my clients at-risk of moving to another advisor?

What is the likelihood of losing assets upon the death of the primary account holder?

Where can I find new leads that match my target profile?

Which clients should I focus on transitioning from brokerage to advisory services?

Which of my prospects are most likely to convert into clients?

Who is likely to benefit from a liquidity event in the next 12 months?

Where can I find new leads that fit my target profile?

Who is the best-fit advisor to convert this new prospect?

How can I identify new connections for client referrals?

Are any of my current clients or their assets at risk?

How can I find future clients within a specific company?

Which clients within my organization present cross-selling opportunities?

Which of my clients have held-away assets and are likely consolidators?

Which self-directed clients are a fit for our advisory business?

Which mortgage holders are most likely to become wealth management clients?

Driving Asset Growth Through...

Expansion

Uncover growth opportunities within your current client base. Using Asset Consolidator, we can predict which clients are more likely to consolidate their held-away wealth with you. We can also identify clients who are already doing business with your organization and may be good prospects for your advisory services.

Retention

Flag behaviors of at-risk clients to retain and grow their available investable assets. Avoid the generational wealth transfer by identifying opportunities to maintain family/relative assets at the firm.

Acquisition

Convert prospects into clients. We can help you do this through a variety of ways including: Identifying business prospects who are likely to experience significant wealth growth (IPO) or leveraging your network connections to tap into promising leads. 

TIFIN AG Differentiators

Proven
Results

With extensive experience, our solutions have been successfully implemented across numerous wealth management firms to drive asset growth.

100% Focused on Growth

We are passionate about helping financial advisors spend less time selling, and more time building relationships.

Data-Driven
Guidance

We uncover deep insights into advisor and client behaviors to identify the best opportunities for asset growth.

Outsourced Data Science Team

Our expert data scientists can work with your teams to deliver fast results, providing the growth solutions you need, quickly and efficiently.

Personalized
Insights

Our AI models continuously learn from advisor and client behaviors to generate precise and personalized recommendations.

Practice Management Support

We empower advisors with tools and strategies to optimize practice management and enhance productivity.

Testimonials

Play Video

“The ability to leverage these types of AI solutions to grow your business is going to be a complete game changer.”

Brian Carlin
Former CEO of JP Morgan Wealth Management & Private Capital and TIFIN Board Member

TIFIN AG is your innovation partner for AI-powered asset growth