TIFIN @Work

Helping wealth enterprises activate their workplace audiences.

[TIFIN @Work @TIFIN_AtWork]

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

https://t.co/sp4wUwpieN

[TIFIN @Work @TIFIN_AtWork]

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

[TIFIN @Work @TIFIN_AtWork]

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:
https://t.co/hdU9EXLfzh

[TIFIN @Work @TIFIN_AtWork]

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.
https://t.co/jEKeyl5gjP

[TIFIN @Work @TIFIN_AtWork]

@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 https://t.co/UyVjPTB7ko!

[TIFIN @Work @TIFIN_AtWork]

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: https://t.co/i6AFrotLMB
#GenAI

[TIFIN @Work @TIFIN_AtWork]

"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?
https://t.co/do7pkaqdxX

[TIFIN @Work @TIFIN_AtWork]

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: https://t.co/6ab2Mb5NaR

[TIFIN @Work @TIFIN_AtWork]

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.

https://t.co/s730me7UX6

[TIFIN @Work @TIFIN_AtWork]

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: https://t.co/jAJyWbQ6ys

[TIFIN @Work @TIFIN_AtWork]

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!

[TIFIN @Work @TIFIN_AtWork]

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: https://t.co/rlbTRlKDXS

[TIFIN @Work @TIFIN_AtWork]

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:
https://t.co/GAhOJ3zoGl

[TIFIN @Work @TIFIN_AtWork]

“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: https://t.co/ObMt1gs3ft
@FTI_US @Nationwide

[TIFIN @Work @TIFIN_AtWork]

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

[TIFIN @Work @TIFIN_AtWork]

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 @TIFINfintech]

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 @TIFINfintech]

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 https://t.co/aIMjr4Ya56
Apple https://t.co/UeqjunF8yO
Soundcloud https://t.co/wmIiFDBNLb