TIFIN AG uses artificial intelligence to expand the world of advice.
We use a combination of advanced algos to help wealth enterprises answer specific questions to drive net new assets.
Did you
know?
+90%
of advisors believe AI can help grow their book of business organically by more than 20%
(Accenture, AI in Wealth Management Financial Advisor Study, 2022)
+80%
of advisors believe AI’s greatest benefit is translating client data into actionable intelligence for their benefit
(Accenture, AI in Wealth Management Financial Advisor Study, 2022)
Drive Net
New Assets
Acquisition
Identify and prioritize
prospects across multiple
channels.
Expansion
Identify and prioritize clients
likely to expand their wallet share
with you.
Retention
Identify and prioritize clients at risk.
TIFIN AG helps wealth managers drive new asset growth with precision intelligence and actionability.
We answer questions such as:
- Which of my current clients are likely consolidators?
- Where can I find new leads that fit my target profile?
- Which of my prospects are most likely to convert?
- How can I uncover new connections for client referrals?
- Are any of my clients or assets at risk?
- How do I find future clients within a specific company?