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Building Your Tech Stack - TIFIN Wealth

Personalization-Led Growth with Tifin Wealth + Redtail

As we begin another year, a common goal for many advisory practices is growth. Come learn how TIFIN Wealth uses AI to transform client personalization and intelligence for wealth intermediaries to drive personalization-led growth. We will share best practices on TIFIN Wealth and its integration with Redtail CRM.

Company Description
TIFIN Wealth uses AI to transform client personalization and intelligence for wealth intermediaries to drive personalization-led growth. We help identify clients and prospects that most need your attention, engage them with personalized insights, create proposals and portfolios to reflect each clients’ needs and wants, and leverage intelligence to ensure each advisor is servicing them as efficiently as possible. Learn more at tifinwealth.com.

2406-OAT-12/12/2022

Jan 24, 2023 10:00 AM in Pacific Time (US and Canada)