Intelligence for Growth

As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.

Advisors need to have persuasive and informative digital presences that serve users at different stages in their consideration journeys. You cannot risk a poor first impression, as it may be your only impression.

Personalization can be key to helping wealth management clients weather volatility—but it’s easier for some than others. But how do growing financial advisory firms personalize timely messaging and content?

Advisors today have plenty of options for generating leads—but how do they find the ones that will be the best prospects and, in turn, their best clients?

With the spiking of inflation and rising interest rates, many investors are drawn even more so to Private Credit investments featuring floating rates, which rise in line with interest rates.

While other advisors are on vacation, you can take advantage & connect with your clients through strategic & targeted outreach. When the economy is volatile, it’s important to communicate frequently with clients.

Effective financial planning has to be accompanied by consideration and discussion of risk—but risk is so multifaceted it can be difficult to discuss with clients.

At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.

Images capture the eye faster than text, so a bold visual can get your prospect to read your headline and increase clicks. An effective image can also maintain interest, support your message, and break up text.

With about 4.5 billion people using social media globally, it’s critical for financial advisors to not only be on social media, but to stand out from the crowd.