Latest
The Beacon Flash Podcast: How AI is Transforming Wealth Management
Listen to The Beacon Flash Podcast to learn how AI is transforming client engagement.
Thought Leadership
The Beacon Flash Podcast: How AI is Transforming Wealth Management
Listen to The Beacon Flash Podcast to learn how AI is transforming client engagement.
Press Releases
Sowell Management Has Partnered with TIFIN AG to Enhance Client Acquisition Strategy
Sowell Management to leverage TIFIN AG's AI-powered wealth management platform and data science expertise to identify new growth opportunities.
Thought Leadership
Top Ten Reasons Wealth Management Firms Should Stop Buying Prospect Lists and Adopt AI
AI can help wealth managers increase organic growth and stay competitive in the marketplace.
Videos
Testimonial - Brian Carlin
“The ability to leverage these types of AI solutions to grow your business is going to be a complete game...
Case Studies
Adding $450m+ In New Assets From Wealth Consolidation Efforts Using AI-Powered Growth Insights
A North American wealth management firm partnered with TIFIN AG to use AI for asset consolidation through CRM insights.
Case Studies
Using Data Science To Prioritize Prospects And Drive Webinar Attendance
A leading RIA firm used TIFIN AG to unlock actionable insights from messy CRM data, targeting mission-aligned prospects.
Thought Leadership
How Artificial Intelligence Can Help Ensure Your RIA’s M&A Isn’t DOA
Explore how AI can empower RIAs to navigate market challenges, enhance client retention, and drive growth through mergers and acquisitions.
Thought Leadership
A Copilot for Market Volatility: How Advisors Can Use AI for Growth and Retention in Uncertain Times
How AI helps advisors tackle market volatility by improving client communication, predicting at-risk clients, and optimizing portfolio management.
Thought Leadership
What Wealth Enterprises Should Consider When Adopting AI
In this white paper, TIFIN President & CRO Rob Pettman applies his first-hand perspective on what wealth management firms need...