TIFIN wins the “Wealth Management Innovation Award” in the seventh annual FinTech Breakthrough Awards program

by James · March 30, 2023

The prestigious International Awards Program recognizes outstanding financial technology products and companies

BOULDER, Colo. and NEW YORK, 30 March 2023 /PRNewswire/ — TIFIN Wealththe AI-powered wealth technology platform that helps wealth advisory firms grow organically through advanced data science, announced today that it has been selected as the 2023 winner FinTech breakthrough “Wealth Management Innovation Award.” The independent market intelligence organization recognizes the best 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 the experience to deploy algorithms and recommendation engines that work to drive the growth metrics businesses care about most: Increasing leads and referrals, converting more leads and growing share of the wallet with existing customers. Advisors can then convert using client personalization features that create actionable recommendations across investments, content and giving.

“We want to transform customer engagement through data science for wealth intermediaries, including financial advisors, workplaces and businesses. Our ‘why’ is to remove frictions that advisors may experience in their practice and create solutions to help them grow their business,” said Cor Hoekstra, Chief Revenue Officer at TIFIN Wealth. “This award serves as an impetus to continue 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 steady growth at scale.”

“For so long, users have had to learn a new language to interact with the investment world. This has been a major challenge for some users, especially self-directed consumers. Even wealth and portfolio managers and advisors spend large amounts of valuable time providing individualized experiences and better results for prospects and customers,” said James Johnson, CEO of FinTech Breakthrough. “Whether you are a direct investor seeking advice, an advisor looking for better solutions for your clients, or an asset manager looking to distribute your product, the TIFIN platforms offer a wide range of opportunities 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 around the world.

To learn more about TIFIN Wealth visit www.tifinwealth.comor send an email to [email protected].

Criteria and background information:

Winners of the FinTech Breakthrough Awards are fully analysed, evaluated and scored by our expert panel of judges, representing a mix of technical, business, academic and marketing expertise within the industry

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About TIFIN
TIFIN is an AI and innovation platform for wealth. Founded by Dr. Vinay Naira former Wharton professor and successful entrepreneur, TIFIN was created to build engaging and intelligent wealth experiences for better financial lives.
TIFIN manages Magnificenta consumer-focused marketplace that delivers investment customization through next-generation intelligence and an AI investment assistant; TIFIN Wealthan AI platform that enables customer personalization for financial advisors, wealth firms and workplace finance providers; TIFIN AMP, an AI platform to modernize distribution for asset management firms; and TIFIN Studios, an incubation platform for new businesses.

About FinTech Breakthrough
Portion of Technical breakthrough, a leading market intelligence and recognition platform for technology innovation and leadership worldwide, the FinTech Breakthrough Awards program is dedicated to honoring excellence in financial technologies and services, companies and products. The FinTech Breakthrough Awards provide public recognition for the achievements of FinTech companies and products in categories including payments, personal finance, wealth management, fraud protection, banking, lending, RegTech, InsurTech and more. For more information, visit FinTechBreakthrough.com.

SOURCE TIFIN