Less Art More
AI for Net New Assets. TIFIN AG’s advanced algos help advisors with better client acquisition, retention, and expansion.
data for actionable intelligence
TIFIN AG is powered by a proprietary algo ensemble, unifying wealth data sources, and delivering growth through actionable feedback loops.
Modules for AI-
A ranked list of your existing prospects based on their similarity to your top clients and the propensity to engage with your content digitally.
A list of new leads with direct connections to current clients, ranked by similar characteristics and propensity to engage with your firm digitally.
A ranked list of your existing clients who are most likely to consolidate their held-away assets under your management, prioritizing those who “look and act like” previous consolidators.
A ranked list of your most at-risk clients based upon their historical transaction activity, behavior, and similarity in demographics when compared to previously lost clients.
A list of new leads (employees) within an organization at any specific location, ranked by similarity to your current clients and propensity to engage with your firm digitally.