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 TIFIN’s Wealth Division Announces the Industry’s First AI Platform for Client Personalization

Launch brings together several wealth capabilities and real-time business intelligence to advance personalization-led growth for wealth enterprises and financial advisors.

TIFIN, the fintech platform known for its highly engaging products fueled by advanced data science and machine learning, has launched a first of its kind platform for client personalization. The platform to facilitate modern personalization will be offered by its TIFIN Wealth division to financial intermediaries in the world of wealth. The announcement marks a significant step in providing access to the type of AI-powered personalization typically seen in major consumer/e-commerce platforms to financial advisory firms of all sizes.

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In response to the growing demands of ‘s wired investors and their heightened expectation for frictionless, personalized experiences, advisors and their enterprises are searching for personalization at scale that is outcome oriented. TIFIN Wealth integrates over a dozen market-proven capabilities focused on personalizing client engagement, and providing actionable recommendations to advisory firms fueled by real-time business intelligence. The platform answers key questions for wealth managers such as: “Who among my clients or prospects should I focus on?” and “How should I personalize?”

Advisors using TIFIN Wealth can build their client’s holistic personas enriched with assessments and data from behaviors, holdings, vendors and CRM. Investment algorithms provide actionable recommendations across various wealth journeys. The platform also facilitates execution and ongoing client engagement. This complete arc enables better matching of clients with investment solutions to drive conversion, retention, and ultimately growth.

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Designed with modularity, TIFIN Wealth can be customized for the individual needs of an advisory firm. These capabilities are also available in a suite of APIs that can plug into the existing wealthtech stacks or as practice management capabilities for wealth and asset management firms.

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“We are delighted to bring TIFIN Wealth to the market,” said Niharika Shah, Chief Growth Officer, TIFIN Wealth. “The wealth management industry can now harness the power of personalization and real-time intelligence to drive growth similar to consumer-oriented platforms. We believe this platform is a huge step in advancing the industry’s heightened focus on client-centricity in a modern way.”

“Modern personalization is a proven approach to engage users and drive growth outcomes. We know this from e-commerce platforms. TIFIN Wealth is now bringing this to the world of wealth management.” said Dr. Vinay Nair, Founder & CEO of TIFIN “We invite firms to partner with us and leverage our expertise in wealth, investments and AI for better client outcomes.”

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[To share your insights with us, please write to sghosh@martechseries.com] 

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