TIFIN

Financial platforms weren't built for an AI-driven world—but that's changing fast. TIFIN is pushing the boundaries and challenging the status quo. I'm looking forward to leveraging my experience to elevate AI from a concept to a driver of intentional financial outcomes in workplace benefits and giving. Excited to dive in with TIFIN @Work and TIFIN Give to better wealth outcomes.

Brian McDonald, with leadership experience at?Morgan Stanley?and?Charles Schwab,?has spent decades shaping workplace financial platforms. Now, as?TIFIN’s Executive in Residence, Brian will apply AI in workplace benefits and giving.?Read more here: https://lnkd.in/eHJuTvRZ #AI?#Fintech?#WealthManagement?#WorkplaceBenefits #BetterWealthOutcomes Vinay Nair?Rob Pettman?Stacy Carter?Anna Steward?Paul Lussow?Alex Paul Matt Rhodes-Kropf Marc McDonough, Catherine Wood Ken Denman Anil Arora Rob Heyvaert Glenn Hubbard Tinsley Tom Jed Laskowitz Erik Hirsch Harshendu Bindal Matthew Nichols Jed Plafker Michael Alexander Matt Radgowski Sneha Sanghrajka Shah

I’ll be at the International Women’s Day bell ringing event at Nasdaq tomorrow, March 7, 2025, alongside?Kristina Fox—thanks to?Skai Blue Media?for the invitation! This isn’t just another networking event. It's a chance to connect with women who don’t just talk about change but make it happen. The risk takers. The innovators. The ones who challenge conventional thinking and push boundaries. If you’ll be there, DM me. Let’s connect on AI, the future of business, or anything else that drives you. Let’s keep pushing the envelope. #IWD2025 #WomenInTech #AI #Innovation #Nasdaq #BreakingTheMold Rakia Reynolds Janelle Delacruz-Guevarra Stacy Carter Jeannette Freedman Kuda Anna Steward Kristen W. Tanya Bhasin

AI is transforming the way we manage money, from smart investments to personalized financial insights. Whether it’s optimizing portfolios, predicting market trends, or improving credit access, AI is redefining the future of finance. But how far can AI go in becoming our ultimate financial advisor? Read this insightful article by Vidyashree Srinivas on Analytics India Magazine to explore AI’s growing role in finance. Read more here: https://lnkd.in/g8He82nQ

@WORK Wednesday: The Missed Growth Engine Advisory firms are leaving money on the table. Retirement plans have been treated as a “specialty” business for too long—while forward-thinking firms are turning them into a primary pipeline for firm revenue & client wealth growth. The numbers don’t lie: ? 82% of firms are moving fast to build wealth relationships through workplace savings. ?? A $10M plan can unlock nearly $17M in outside wealth opportunity. ?? 1 in 10 participant meetings uncovers a new wealth prospect. Firms that act now will own this shift. Those that don’t will be playing catch-up. TIFIN @Work is built for firms that see where the industry is going. More on this in future @Work Wednesday posts—because workplace-to-wealth is the next big battleground. A relevant perspective on this shift: https://lnkd.in/eTR3kfPV #TIFINatWork #WorkplaceWealth #WealthManagement #RetirementPlans #BetterWealthOutcomes #FinancialWellness #FranklinTempleton #RetirementInnovation #WorkplaceSavings #AI #FinTech #JasonCarlough Marc McDonough, CFP?, Rob Pettman, Vinay Nair, Brooke Juniper, Jeannette Freedman Kuda, Paul Lussow, Stacy Carter, Tom Van Horn, Tanya Bhasin, Anna Steward, Ryan Dolan, Garrett Patrick, Jared Badia, Ali Rezvan, Yaqub Ahmed, Kevin Murphy, Brian McDonald, Matt Rhodes-Kropf

Most AI tools look impressive at first glance. The real test? What happens when you dig deeper. Brooke Juniper’s latest piece lays out five critical AI due diligence questions wealth enterprises can’t afford to ignore: ?? Architecture – What’s actually under the hood? ?? Explainability – Can you trust its decisions? ?? Domain Awareness – Does it understand financial services, or is it generic AI repackaged? ?? Quality – How is accuracy measured and maintained? ?? Security – How is sensitive data protected? AI isn’t a black box. It either holds up under scrutiny—or it doesn’t. Read more:https://lnkd.in/eGvEHQWU #AI #WealthManagement #Fintech #ArtificialIntelligence #AIDueDiligence #WealthTech #FinancialServices #BetterWealthOutcomes Rob Pettman Stacy Carter Matt Rhodes-Kropf Jeannette Freedman Kuda Paul Lussow Marc McDonough, Kristina Fox Tom Van Horn

Why do most bank customers trust their institution for deposits but look elsewhere for wealth management? Despite deep client relationships, banks struggle to convert their customers into wealth management clients—often leaving billions in assets untapped. The challenge? Fragmented data, lack of predictive insights, and outdated engagement strategies. AI changes the equation. By unifying data, identifying high-probability prospects, and enabling personalized outreach, banks can close the wealth management gap and drive real growth. Read more from Todd Cooper, CIMA as he explores how AI is transforming wealth in banking. #growth #AI #wealthmanagement Jeannette Freedman Kuda Brad Lawler Josh Peter Samantha Kozsey Davison

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

Private foundations have been the go-to structure for UHNW families managing their philanthropic impact. As the needs of families and advisors shift, Donor-Advised Funds (DAFs) offer a smarter alternative. Is your team looking to make the move to DAFs? Connect with us at [email protected]. #UHNW #philanthropy #privatefoundation #donoradvisedfund #familyoffice #mfo

Banks are sitting on a goldmine—AI Can Help Unlock It Banks have a built-in advantage: millions of customers already trust them with their deposits, lending and other solutions.. Yet, when it comes to wealth management, over 90% of these clients have their investable assets managed elsewhere. Why? Because traditional cross-selling approaches lack precision, personalization, and efficiency. At TIFIN AG, we help banks close this gap—transforming raw data into growth opportunities through AI-driven engagement. Learn more about how we can help in our latest edition of the GROWTH STUDIO here https://lnkd.in/eFQnSr8U ?? Banks that embrace AI-driven cross-selling will gain a competitive edge, deepen client relationships and unlock untapped revenue potential. With AI-powered insights, banks can: ? Unify customer data to identify wealth opportunities ? Pinpoint high-potential clients with predictive analytics ? Deliver personalized outreach at the right time ? Empower advisors with data-driven recommendations ?? #AI #WealthManagement #BankingInnovation #Growth TIFIN TIFIN AMP Jeannette Freedman Kuda Samantha Kozsey Davison Rob Pettman Vinay Nair Sneha Sanghrajka Shah Allie Carey Joe McCabe Brad Lawler Josh Peter Campbell Johnson Shrutika Troup Miles Cree Miles Milton Mark Graham David Benskin Michael Zuna