TIFIN Grow for Enterprise Firms
TIFIN Grow was designed to empower wealth managers grow their businesses through personalization at scale.
Most digital experiences clients interact with – including music, clothing, books, entertainment and social media – have become hyper-personalized. Despite this, investments are often managed with a “one size fits all” approach with a limited understanding of who individuals are as investors.
Help your advisors learn their prospects’ fears, needs, and wants through risk, planning and personality. Advisors will gain a comprehensive picture of their clients all in one easy-to-use and affordable solution, and provide a key differentiator in the process.
Additional potential benefits to enterprise firms include:
- Attract and retain advisors by giving them an edge in serving clients
- Differentiated, best-in-class technology
- Utilize a platform that seeks to drive new flows to your home office model
- Compliance and oversight through audit and archive functionality
- Improve new client conversion rates and expedite the onboarding process
Our solutions are designed to be easily integrated with each firm’s existing advice solution set. Additionally, TIFIN Grow integrates with most widely used CRM and custodian platforms.
Learn more today by connecting with a member of our Enterprise Solutions team.