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.
Designed to help your advisors capture more advisory assets and increase wallet share.
Identify cross-selling opportunities from adjacent business units that are most likely to become wealth clients.
Use AI to boost M&A success by valuing acquisitions, identifying at-risk clients, and prioritizing high-value 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.
Characteristics of
Acquisition Strategies
Enhance these prospects with third-party data to further qualify them, providing a comprehensive understanding of their financial needs and potential.