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Finlocity

TIFIN AG

Client Engagement
Analytics/Reporting
Marketing & Sales
A.I. & Machine LRN
Succession Planning

Emerald Sponsor

ABOUT

TIFIN AG is revolutionizing how financial advisors and wealth enterprises achieve organic growth. Through advanced artificial intelligence and machine learning, rich data partnerships, and data science expertise, TIFIN AG provides personalized and actionable insights and recommendations that enhance client expansion, retention, and acquisition efforts. Through ongoing learnings and strategic support, advisors can make informed, data-driven decisions that align with their specific business goals, driving long-term success and increased revenue.

HANDOUTS

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TIFIN AG Fact Sheet

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Data Unification

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A.I. Playbook

THOUGHT LEADERSHIP

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How Data Drives Organic Growth

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Finding New Streams When the Inorganic Growth Well Runs Dry 

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What Wealth Enterprises Should Consider When Adopting AI

SPECIALIZE IN

  • Client Engagement
  • Marketing & Sales
  • Analytics & Reporting
  • Precision A.I.

CONTACT INFORMATION

13024 Ballantyne Corporate Place, Suite 250

Charlotte, NC, 28277


https://tifinag.com/

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Sponsor of 2024