Our Solutions

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

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Assets At-Risk

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

Existing 
Prospects

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.

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Characteristics of
Acquisition Strategies

Growth Studio: New Podcast

Allie Carey, Chief Strategy Officer, SEI Private Banking and Wealth Management, talks about the evolving role of AI in banking.

Webinar: Best Practices for Accelerating Organic Growth Using AI

Tuesday, November 19 at 1 p.m. ET