Helping wealth enterprises activate their workplace audiences.
Joined November 2023
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Announcing our new partnership with @FTI_US to introduce a new financial wellness solution for employees. TIFIN @ Work offers a white-labeled solution for plan advisers to deliver an AI-powered, actionable advice platform for workplace benefits. #fintech
tifin.com/news/press-release…
Tune in to the latest LifeYield "WealthTech on Deck" podcast with Rob Pettman. Rob sits down with host Jack Sharry to explore the opportunities that exist with AI.
#WealthManagement #AI #GrowthStrategies
Many employees struggle to utilize their benefits in a way that complements their broader financial goals. Empower employees to optimize their benefits and enhance their financial security, with the help of technology-driven personalized guidance:
hubs.la/Q02J0g240
Participant engagement sits atop the list of short-term priorities for #PlanSponsors, per a 2023 article by @PGIM and @NAPA401K.
Learn how we help #PlanAdvisors, employers, and employees address frictions between the #Workplace and #WealthManagement.
hubs.la/Q02HQZw20
@TIFIN_AtWork is the first holistic AI-powered conversational platform for helping individuals achieve financial freedom in their workplaces, delivered in partnership with their plan advisors.
Learn more at hubs.la/Q02HR0jV0!
Discover insights from TIFIN President & CRO Rob Pettman on how wealth management firms can maximize the impact of #AI technologies and uncover critical considerations for successfully evaluating and integrating AI #technology.
Read more here: hubs.la/Q02FPYf_0
#GenAI
"Employees are significantly under stress [regarding] their financial health, and they're specifically looking to their employer to help them address those issues and concerns."
How do you help deliver stronger financial outcomes for employees?
hubs.la/Q02yWfRC0
Converting #401k participants to #wealthmanagement clients can be a challenge... but it doesn't have to be.
At Work is a platform that improves employee financial outcomes while connecting them with #planadvisors.
Learn more: hubs.la/Q02yWf8x0
Did you know that financial matters are the leading cause of employee stress? Transform the way you support employees' financial goals. @TIFIN_AtWork provides personalized guidance to help employees achieve their financial goals, one step at a time.
hubs.la/Q02ySPk-0
Financial matters are the leading cause of stress for employees. Empower them to control their financial lives, At Work.
Transform how employees engage with their finances – personalized, intelligent, and accessible at their fingertips.
Learn more: hubs.la/Q02y10cF0
Attending @CambridgeIBD's Retirement Plan Summit? CEO Marc McDonough will discuss #personalization and #AI with Kevin Murphy of @FTI_US and Christian Romano of @Vestwell, in a panel moderated by Thomas Clark of @WagnerLawGroup. You won't want to miss this conversation!
Not just a platform, but a revolution in how advisors interact with their clients' financial lives.
@TIFIN_AtWork uses #AI to help advisors secure new #workplace business & scale #retirement business while serving employees' financial needs.
Learn more: hubs.la/Q02v3fGt0
A growing number of employers surveyed (85%) said employees have increasingly asked about personalized benefits, according to our partner @FTI_US's Voice of the American Workplace report. Read through the report for more insights:
hubs.la/Q02twbvB0
“AI is not going replace advisors. AI will be the tool that enhances and scales the value they provide,” shared TIFIN @Work CEO Marc McDonough during @NAPA401K's "Miss Behaviors" panel discussion.
Let's keep the conversation going: hubs.la/Q02sYkXj0
@FTI_US @Nationwide
We're ready to "rock the advisor experience" at @NAPA401K Summit in Nashville! Be sure to stop by Booth 838 to learn about how @TIFIN_AtWork bridges #retirementplanning and #wealthmanagement services.
#NAPA401kSummit #TheAdvisorExperience
Attending @NAPA401K Summit? Attend the "Miss" Behaviors panel to hear executives from @TIFIN_AtWork, @Nationwide, @FTI_US, and CAPTRUST discuss the role of emotions, biases, and cognitive processes in #retirementplanning and #investing.
#NAPA401kSummit #TheAdvisorExperience
TIFIN @Work retweeted
Thrilled to announce @SEIInvestments' strategic investment & partnership with @TIFINfintech to power the future of wealth through #AI. We will partner to develop a greater talent pool in tech and explore rapid solution delivery to build or co-invest in promising new opportunities
TIFIN @Work retweeted
Hear Founder and CEO @DrVinayNair as he speaks with @whartonfintech about his career and how TIFIN is impacting the world of wealth through the application of AI.
Tune in below:
Spotify spoti.fi/3MYIBWG
Apple apple.co/47Q34Fn
Soundcloud bit.ly/49MHMKz
