Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: TIFIN AG leverages cutting-edge artificial intelligence (AI) and machine learning (ML) to revolutionize how financial advisors and wealth enterprises achieve organic growth. We are a leading technology and innovation company that empowers financial advisors and wealth management firms with AI-driven insights. Our mission is to drive sustainable organic growth. Our personalized approach helps prioritize clients and prospects, deliver signals and resources for advisors to engage with the right clients at the right time, and drive revenue.

How they describe their product/innovation: Discover how TIFIN AG is transforming the future of wealth management with innovative AI and ML solutions. We’re exploring TIFIN AG’s cutting-edge technology, showcasing the entire process from data ingestion to generating scores and actionable recommendations. Our platform equips advisors, executives, sales teams, and marketers with AI-driven insights to drive sustainable organic growth. We’re demonstrating how our personalized approach prioritizes growth opportunities, empowering advisors to focus on the right clients at the right time and drive revenue.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Todd Cooper (Chief Revenue Officer), todd.cooper@tifinag.com, 973-204-8419
Press: Samantha Davison (Head of Marketing), samantha.davison@tifinag.com, 443-603-8954