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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.
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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.

Webinar: Best Practices for Accelerating Organic Growth Using AI

Tuesday, November 19 at 1 p.m. ET