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From the Advisor’s Chair to the CPO’s Desk: How Technology is Transforming Wealth Management
Bridging the gap between advice and technology—how smarter tools are reshaping wealth management.
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.