TIFIN’s wealth division has announced the industry’s first AI platform for client personalization | Tech Rasta

Launch offers a range of wealth capabilities and real-time business intelligence to drive personalization-led growth for wealth enterprises and financial advisors.

Boulder, Colo. & New York, November 1, 2022 /PRNewswire/ — Tiffin, a 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. It provides a platform to facilitate modern personalization Tiffin wealth Distribution of wealth to financial intermediaries in the world. This announcement marks an important step in giving financial advisory firms of all sizes access to the type of AI-powered personalization commonly found on major consumer/e-commerce platforms.

In response to the growing demands of today’s wired investors and their high expectation for frictionless, personalized experiences, advisors and their enterprises are looking for personalization at a results-driven level. TIFIN Wealth integrates more than a dozen market-proven capabilities focused on personalizing client engagement and providing advisory firms with actionable recommendations fueled by real-time business intelligence. The platform answers key questions for wealth managers: “Who among my clients or prospects should I focus on?” and “How do I personalize?”

Advisors use Tiffin wealth Enriched with assessments and data from behaviours, holdings, vendors and CRM can create a holistic persona of their client. Investment algorithms provide actionable recommendations on various wealth journeys. The platform also facilitates implementation and ongoing client engagement. This full arc enables better matching of clients with investment solutions to drive conversion, retention and ultimately growth.

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

“We are delighted to bring Tiffin Wealth to the market,” he 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-driven platforms. We believe this platform is a giant step forward in advancing the industry’s overarching focus on client-centricity in a modern way.”

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


Tiffin AI-powered fintech leverages data science, investment intelligence and technology to deliver engaging and personalized investor experiences. By connecting people to advice and investments, TIFIN bridges the gap between investors, their trusted intermediaries and asset managers.

Founded in 2018 by Dr. Vinay NairA former Wharton professor and successful entrepreneur, TIFIN was created to help make investing a powerful driver of financial prosperity by removing the friction investors face.

Organized by TIFIN MagnifyAn intelligent search-based marketplace for investments; Tiffin wealthA platform for advisors, wealth managers and other intermediaries to deliver better personal results; Magnify communities, a digital platform of specialized investors; All are fed through a central digital distribution and insights engine using TIFIN’s data platform.

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The information contained herein should in no way be construed or construed as a solicitation to sell or sell advisory services. All content is for informational purposes only.

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