TIFIN AG

TIFIN AG uses artificial intelligence and advanced machine learning algorithms to study data, identify trends, and deliver insights and intelligence to wealth enterprises, helping answer specific growth questions to drive net new assets.

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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 Outdated methods leave firms vulnerable, lacking the insights needed for lasting success.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 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?

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?

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?

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.

Retention

Flag behaviors of at-risk clients to retain and grow their assets.

Acquisition

Improve your client conversion process.

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

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“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

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“What you've been doing to grow your business may not work in today's market. It’s time to leverage innovation."

Jeannette Kuda
President and COO, TIFIN AG

Growth Solved Differently