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The Power of Personalization: Reaching Investors Where They Are with AI
How are you meeting investors where they are?
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.