TIFIN is a fintech platform that builds engaging experiences through powerful AI and investment-driven personalization. We leverage the combined power of investment intelligence, data science, and technology to make investing a more engaging experience and a more powerful driver of financial wellbeing.

Will Artificial Intelligence Make You a Better Prospector?

Prospecting is the bread and butter of every financial advisory practice, which is why the best advisors spend up to 20% of their time finding and engaging with their ideal clients. These are the types of potential clients that all advisors want to work with.

Every Investor Is Unique, Are You?

As a wealth manager, probably not a day goes by without someone reminding you how essential it is to have a personalized approach to engage prospects and clients.

WHITEPAPER: 8 Tips for Financial Advisors to Level Up Their Social Media

Clout by TIFIN offers 8 tips to help make your social media perform better in this guide. If you're not sure how to create or refine your social media campaigns, these tips will set you up for success.