We use a combination of advanced algos to help wealth enterprises answer specific questions to drive net new assets. TIFIN AG helps wealth managers drive new asset growth with precision intelligence and actionability.

We partner with growth-oriented wealth enterprises to identify client acquisition, expansion, and retention opportunities.

Our solutions include:

• Prioritize Prospects - A ranked list of your existing prospects based on their similarity to your top clients and the propensity to engage with your content digitally.
• Network Prospects - A list of new leads with direct connections to current clients, ranked by similar characteristics and propensity to engage with your firm digitally.
• Asset Consolidator - A ranked list of your existing clients who are most likely to consolidate their held-away assets under your management, prioritizing those who “look and act like” previous consolidators.
• Assets At-Risk - A ranked list of your most at-risk clients based upon their historical transaction activity, behavior, and similarity in demographics when compared to previously lost clients.
• Workplace Prospects - A list of new leads (employees) within an organization at any specific location, ranked by similarity to your current clients and propensity to engage with your firm digitally.
• Adjacent Business Leads - Helps financial advisors identify which existing clients from adjacent business units (mortgage, loan, retirement, retail, etc.) that are most likely to convert to wealth advisory clients.