Helping wealth managers grow their businesses through investment personalization at scale.
The TIFIN Grow investment personalization platform was designed to help advisors understand their prospect’s fears, needs, and wants through risk, planning and personality assessments. Advisors may then act on assessment findings to create personalized and intelligent investment proposals.
A Powerful Tool for Building Trust
All individuals are unique. Yet for far too long, financial assets are managed with a “cookie-cutter” approach, creating an increasing dissonance with how we are used to being served in areas across music, movies, online shopping, and more.
Start building trust and deepening existing relationships by unlocking the individual attributes of each person’s financial life with TIFIN Grow’s platform.
Build a Complete View of Client and Prospect Investing Needs.
Risk, Planning and Personality based assessment to uncover an individual’s fears, needs, and wants
Fast, simple investment proposals to help advisors convert
TIFIN Grow Personalized Investment Management
A Prospecting Superpower?
It’s not enough to just “Know Your Client.” TIFIN Grow helps advisors Know and Convert your Prospect through our proprietary approach to investment personalization.
TIFIN Grow Prioritize:
Save Valuable Time by Using Prioritize to Help You Convert Prospects More Effectively with Hyper-Personalized Investment Proposals
Scenario 1
Prospect is known/
meeting set-up
Scenario 2
Prospect is unknown to the advisor from a event or purchased list
The Prioritize capability within TIFIN Grow can match prospects from a list that look like self-identified best households for that advisor
The advisor uses a combination of the Risk/Plan/Personality assessments to understand the fears, needs, wants of each prospect
A hyper-personalized investment proposal is generated with a core + satellite approach
Learnings on the individuals personal traits can be fed into an ongoing engagement strategy
Clout provides real-time insights to optimize campaigns and increase engagement
Scenario 1
Prospect is known/meeting set-up
Scenario 2
Prospect is unknown to the advisor from a event or purchased list
The Prioritize capability within TIFIN Grow can match prospects from a list that look like self-identified best households for that advisor
The advisor uses a combination of the Risk/Plan/Personality assessments to understand the fears, needs, wants of each prospect
Learnings on the individuals personal traits can be fed into an ongoing engagement strategy
Clout provides real-time insights to optimize campaigns and increase engagement
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TIFIN Grow for Financial Advisors
TIFIN Grow helps financial advisors create hyper-personalized, intelligent investment proposals for their prospects by matching portfolios to an individual’s risk, planning, and financial personality insights.
