Business Innovation

TIFIN Wins “Wealth Administration Innovation Award” in seventh Annual FinTech Breakthrough Awards Program

Prestigious Worldwide Awards Program Acknowledges Excellent Monetary Know-how Merchandise And Firms

BOULDER, Colo. and NEW YORK, March 30, 2023 /PRNewswire/ — TIFIN Wealth, the AI-powered wealthtech platform aiding wealth advisory companies with natural progress by means of superior information science, at the moment introduced that it has been chosen because the winner of the 2023 FinTech Breakthrough “Wealth Administration Innovation Award.” The unbiased market intelligence group acknowledges the highest firms, applied sciences, and merchandise within the world FinTech market at the moment.

The award acknowledges TIFIN Wealth’s AI-powered ecosystem of information science and customized engagement capabilities that determine and drive progress for wealth administration companies. The platform embeds the newest expertise round information science, machine studying, and AI all through all parts of its expertise to deploy algorithms and advice engines that work to drive the expansion metrics companies care about most: Growing the variety of leads and referrals, changing extra prospects and rising share of pockets with present shoppers. Advisors can then convert utilizing shopper personalization capabilities that create actionable suggestions throughout investments, content material, and giving.

“We wish to rework shopper personalization by means of information science for wealth intermediaries, together with monetary advisors, workplaces, and enterprises. Our ‘why’ is eradicating frictions advisors could expertise of their practices and creating options to assist them develop their enterprise,” mentioned Cor Hoekstra, Chief Income Officer at TIFIN Wealth. “This award serves as an impetus to maintain growing applied sciences which might be straightforward to make use of on the entrance finish and sensible on the again finish by means of a mixture of AI and information science to drive agency progress at scale.”

“For thus lengthy, customers have needed to study a brand new language to work together with the world of investments. This has been an enormous problem for some customers, particularly self-directed customers. Even wealth and portfolio managers and advisors spend copious quantities of valuable time on offering individualized experiences and higher outcomes for his or her prospects and shoppers,” mentioned James Johnson, Managing Director of FinTech Breakthrough. “Whether or not you’re a direct investor looking for recommendation, an advisor in search of higher options in your shoppers, or an asset supervisor looking for to distribute your product, TIFIN platforms provide a variety of capabilities to take away frictions and create participating experiences. Congratulations to the TIFIN crew on profitable the ‘Wealth Administration Innovation Award’ for 2023.”

The FinTech Breakthrough Awards is the premier awards program based to acknowledge FinTech innovators, leaders, and visionaries worldwide in varied classes, together with Digital Banking, Private Finance, Lending, Funds, Investments, RegTech, InsurTech, and lots of extra. The 2023 FinTech Breakthrough Award program attracted greater than 4,000 nominations from throughout the globe.

To study extra about TIFIN Wealth go to www.tifinwealth.com, or ship an e-mail to [email protected].

Standards and background data:

FinTech Breakthrough Awards winners are totally analyzed, evaluated and scored by our knowledgeable panel of judges, representing a mixture of technical, enterprise, educational and advertising and marketing experience throughout the business

To study extra go to: https://fintechbreakthrough.com/judging-process/

About TIFIN
TIFIN is an AI and innovation platform for wealth. Based by Dr. Vinay Nair, a former Wharton Professor and profitable entrepreneur, TIFIN was created to construct participating and clever wealth experiences for higher monetary lives.
TIFIN manages Magnifi, a consumer-focused market that delivers funding personalization by means of next-gen intelligence and an AI investing assistant; TIFIN Wealth, an AI platform that allows shopper personalization for monetary advisors, wealth enterprises, and office monetary suppliers; TIFIN AMP, an AI platform to modernize distribution for asset administration companies; and TIFIN Studios, an incubation platform for brand new enterprise creation.

About FinTech Breakthrough
A part of Tech Breakthrough, a number one market intelligence and recognition platform for expertise innovation and management across the globe, the FinTech Breakthrough Awards program is dedicated to honoring excellence in Monetary Applied sciences and Providers firms and merchandise. The FinTech Breakthrough Awards present public recognition for the achievements of FinTech firms and merchandise in classes together with Funds, Private Finance, Wealth Administration, Fraud Safety, Banking, Lending, RegTech, InsurTech and extra. For extra data, go to FinTechBreakthrough.com.

SOURCE TIFIN

TIFIN Wins “Wealth Administration Innovation Award” in seventh Annual FinTech Breakthrough Awards Program

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