TIFIN AMP

Great ideas, bold decisions, and meaningful progress come from diverse perspectives. On International Women’s Day, we celebrate the women who challenge, innovate, and inspire. Their impact is undeniable, and their influence shapes a better future for all. #InternationalWomensDay

Today isn’t just Employee Appreciation Day—it’s TIFINite Appreciation Day. #teamwork #hardwork #innovation

BISA 2025 was packed with insightful discussions, innovative ideas, and a strong sense of community. I was honored to speak on the AI Unleashed: The Future of Growth in Wealth Management panel alongside Jim Fujinaga, David Benskin, Miles Milton, and Michael Zuna, where we explored how AI is transforming wealth management—from data integration to hyper-personalization and scalable growth. A few personal highlights from an amazing few days: ?? Catching up with old friends, colleagues, and meeting so many new ones. ?? The women’s luncheon, which emphasized the power of mentorship in shaping careers. ?? Kelly Lytle’s Bracket Challenge, which had us all laughing while pushing us to think differently about AI and innovation. ?? Paul Haines’ session on integrating wellness into our lives. ?? Doris Kearns Goodwin’s masterclass on history, offering timeless lessons in leadership. ? Meeting pro golfer Lexi Thompson! ?? Sharing the TIFIN story alongside Lynda Lee, and discussing the incredible ways AI is driving growth in our industry. This event is a great reminder of how incredible this industry is—full of brilliant, forward-thinking people who are pushing boundaries and shaping the future. #BISA2025 #wealthmanagement

For asset managers, success isn't just about great products—it’s about strengthening wholesaler-advisor relationships. AI is transforming engagement strategies, helping wholesalers focus on the right advisors, at the right time, with the right insights. In our latest thought leadership piece, Josh Peter, VP of Client Success at TIFIN AMP, explores how AI is reshaping wholesaler engagement, enhancing personalization, and driving stronger client outcomes. Read the full article. #assetmanagement #AI #engagement Charlie Shaffer Jeff Mehi Jeannette Freedman Kuda Brad Lawler Samantha Kozsey Davison Paul Drabinski

From advisor to innovator—transforming wealth management with smarter, more intuitive technology. Read more about Brad Lawler's journey and the future of advisor-driven tech. #wealthmanagement #Innovation #growth

At TIFIN AMP, we unify data into meaningful insights, eliminating noise and strengthening trust across the wealth management ecosystem. Read more from Jeff Mehi on how we’re solving the data dilemma.?https://lnkd.in/eJahsNpK #innovation #data #wealthmanagement

Happy Presidents' Day! Today, we celebrate the vision, leadership, and innovation that continue to shape our future.? #presidentsday

At TIFIN AMP, we’re passionate about helping asset managers build meaningful advisor relationships that last. It’s not about the quantity of outreach — it’s about connecting with the right advisors at the right time to drive engagement, growth, and better wealth outcomes for all. #assetmanagement #RightTimeRightPeople #ValentinesDay

Data security and trust are more critical than ever in wealth management. This Ignites?article (bit.ly/42OYBn7) highlights the rising challenges firms face in managing and securing data in a?zero-trust environment—from regulatory pressures to cyber threats. Asset managers must navigate vendor liability, evolving compliance requirements, and the growing complexity of data storage. At TIFIN AMP, we’ve been thinking about these issues deeply.?Beyond just compliance, firms need to transform data from a burden into a strategic asset.?In our latest piece, we explore?how firms can turn the ‘data dilemma’ into an opportunity—building trust, driving better client outcomes, and enhancing distribution efficiency. Read our take here: https://lnkd.in/eJahsNpK What’s your firm doing to stay ahead of these data challenges? #Innovation #data #AI Sean Teehan Jeff Mehi Jeannette Freedman Kuda Josh Peter Charlie Shaffer

Thank you FundFire and Tom Stabile for your article about our new partnership with Ares Wealth Management Solutions. This partnership also signals a broader industry trend:?AI is transforming distribution in asset management the same way it revolutionized wealth management.?AWMS is now positioned as a leader in this evolution, ensuring its wholesalers can spend more time delivering value and less time on administrative tasks. #growth #AI #alts #privatemarkets Jeannette Freedman Kuda Charlie Shaffer Jeff Mehi Rob Pettman Samantha Kozsey Davison