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.
New Prospects
Identify new prospects and expand your top-of-funnel by discovering individuals who share the key characteristics of your most successful clients.
Broaden your reach by identifying general prospects who exhibit the potential to align with your ideal client profile, even if they do not fit into specific segments.
Build early relationships with current business owners who are likely to experience a wealth creation event in the next 12 months. These prospects present a prime opportunity for engagement ahead of significant financial changes.
Identify prospects within a specific company or organization who have characteristics similar to your best clients.
Focus on prospects within a specific industry that aligns with your ideal client profile. By identifying individuals within these industries, you can tailor your approach to meet their unique needs and challenges.
Identify high income or net worth individuals that are permitted to invest in private securities offerings.