Whether you are a wealth management or banking executive, sales director, financial advisor or marketer, our AI-powered solutions are designed to address your most pressing growth challenges.
Expansion
Discover expansion opportunities by predicting clients’ total investable assets and the likelihood of moving outside assets in-house. Our advanced AI and machine learning algorithms rank clients using the TIFIN Score, ensuring advisors focus on the most promising opportunities.
Retention
Enhance asset retention by pinpointing clients at risk of moving assets elsewhere, empowering advisors to proactively engage their clients and mitigate outflows before they occur.
Acquisition
Enhance the insights within your existing prospect pipeline to better qualify leads. Scalably match the most likely-to-close prospects with the best-suited advisors, streamlining the process and improving close rates.
