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 Outdated methods leave firms vulnerable, lacking the insights needed for lasting success.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
Advisors Often Ask...
Driving Asset Growth Through...
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.
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.
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
Results
With extensive experience, our solutions have been successfully implemented across numerous wealth management firms to drive asset growth.
We are passionate about helping financial advisors spend less time selling, and more time building relationships.
Guidance
We uncover deep insights into advisor and client behaviors to identify the best opportunities for asset growth.
Our expert data scientists can work with your teams to deliver fast results, providing the growth solutions you need, quickly and efficiently.
Insights
Our AI models continuously learn from advisor and client behaviors to generate precise and personalized recommendations.
We empower advisors with tools and strategies to optimize practice management and enhance productivity.
Testimonials
Former CEO of JP Morgan Wealth Management & Private Capital and TIFIN Board Member