TIFIN AG leverages artificial intelligence and machine learning to provide actionable recommendations for wealth management firms. Key features include:
- Expansion Models: Identify opportunities to consolidate client assets and increase AUM.
- Retention Models: Flag at-risk client behaviors to prevent outflows and retain assets.
- Acquisition Models: Improve client conversion rates and identify high-potential prospects.
Use cases include:
- Predicting clients likely to have assets held away.
- Identifying clients at risk of large distributions.
- Determining the likelihood of client attrition.
- Pinpointing cross-selling opportunities within an organization.
TIFIN AG aims to help advisors focus on building relationships by providing data-driven guidance and personalized insights, leading to scalable success and a competitive advantage.
