TIFIN Wins “Wealth Management Innovation Award” In 7th Annual FinTech Breakthrough Awards Programme
The AI-powered wealthtech platform assisting wealth advisory firms with organic growth through advanced data science, TIFIN Wealth has announced that it has been selected as the winner of the 2023 FinTech Breakthrough “Wealth Management Innovation Award.” The independent market intelligence organization recognizes the top companies, technologies, and products in the global FinTech market today.
The award recognizes TIFIN Wealth’s AI-powered ecosystem of data science and personalized engagement capabilities that identify and drive growth for wealth management firms. The platform embeds the latest technology around data science, machine learning, and AI throughout all components of its experience to deploy algorithms and recommendation engines that work to drive the growth metrics firms care about most: Increasing the number of leads and referrals, converting more prospects and increasing share of wallet with existing clients. Advisors can then convert using client personalization capabilities that create actionable recommendations across investments, content, and giving.
“We want to transform client personalization through data science for wealth intermediaries, including financial advisors, workplaces, and enterprises. Our ‘why’ is removing frictions advisors may experience in their practices and creating solutions to help them grow their business,” said Chief Revenue Officer at TIFIN Wealth, Cor Hoekstra. “This award serves as an impetus to keep developing technologies that are easy to use on the front end and smart on the back end through a combination of AI and data science to drive firm growth at scale.”
“For so long, users have had to learn a new language to interact with the world of investments. This has been a huge challenge for some users, especially self-directed consumers. Even wealth and portfolio managers and advisors spend copious amounts of precious time on providing individualized experiences and better outcomes for their prospects and clients,” said Managing Director of FinTech Breakthrough, James Johnson. “Whether you are a direct investor seeking advice, an advisor looking for better solutions for your clients, or an asset manager seeking to distribute your product, TIFIN platforms offer a wide range of capabilities to remove frictions and create engaging experiences. Congratulations to the TIFIN team on winning the ‘Wealth Management Innovation Award’ for 2023.”
The FinTech Breakthrough Awards is the premier awards program founded to recognize FinTech innovators, leaders, and visionaries worldwide in various categories, including Digital Banking, Personal Finance, Lending, Payments, Investments, RegTech, InsurTech, and many more. The 2023 FinTech Breakthrough Award program attracted more than 4,000 nominations from across the globe.
