Growth: Your Business Case for Investing in AI & Data Science

Growth: Your Business Case for Investing in AI & Data Science

Are you ready to harness the full potential of your firm’s data?

Watch a replay of an insightful webinar featuring Greg Beltzer, Head of Technology at RBC Wealth Management, and Ben Pitts, Head of Sales Development & Research at TIFIN Wealth, as they explore why investing in data science is crucial for the growth and success of your wealth management practice.

During this exclusive webinar, our experts will dive into:

  • The importance of getting organizational buy-in to secure support, budget, and alignment for investments in data science
  • Examples of untapped growth opportunities within wealth management firms’ that data science has uncovered or has the potential to uncover
  • The key challenges that wealth management firms typically face when building a business case for investing in data science
  • How data science can enhance prospect prioritization and client acquisition efforts
  • And much more


To learn more about TIFIN Wealth, book a demo today.

Learn how TIFIN Wealth can help by scheduling a
guided tour of our platform for organic growth.

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