ABOUT this webinar
Topic: Personalization-Led Growth with TIFIN Wealth + Redtail

Description: As we begin another year, a common goal for many advisory practices is growth. Come learn how TIFIN Wealth uses AI to transform client personalization and intelligence for wealth intermediaries to drive personalization-led growth. We will share best practices on TIFIN Wealth and its integration with Redtail CRM.

Company Description
TIFIN Wealth uses AI to transform client personalization and intelligence for wealth intermediaries to drive personalization-led growth. We help identify clients and prospects that most need your attention, engage them with personalized insights, create proposals and portfolios to reflect each clients’ needs and wants, and leverage intelligence to ensure each advisor is servicing them as efficiently as possible. Learn more at tifinwealth.com.

In January of 2023, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools category. A description of this partner category along with the partner(s) we focus on in our webinars this month is below.

Advisor Tools

Not all software fits neatly into a traditional fintech category such as financial planning, CRM, investment research, etc. Partners included in the Advisor Tools category may offer advisors anything from AI-based relationship mapping to streamlined meeting prep to student loan analysis to automated scheduling reminders to a host of other functions. Regardless of the function of an advisor tool, integration with your CRM means you are boosting the efficiencies, accuracy, and/or effectiveness of your day-to-day operations.

In a January 17th Building Your Tech Stack webinar with GReminders, we’ll be considering the below:

Reducing no-show appointments with GReminders & Redtail CRM

As an advisor, your time is your money. That is why it is critically important to make sure your clients and prospects are showing up for their scheduled appointments. Come learn how GReminders integrates with your Redtail Calendar to put an end to No-Shows! We will share best practices on automated scheduling and reminders.

Register now for this webinar on January 17th at 10:00 am Pacific.

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In a January 24th webinar with TIFIN Wealth, our topic is:

Personalization-Led Growth with TIFIN Wealth + Redtail

As we begin another year, a common goal for many advisory practices is growth. Come learn how TIFIN Wealth uses AI to transform client personalization and intelligence for wealth intermediaries to drive personalization-led growth. We will share best practices on TIFIN Wealth and its integration with Redtail CRM.

Company Description
TIFIN Wealth uses AI to transform client personalization and intelligence for wealth intermediaries to drive personalization-led growth. We help identify clients and prospects that most need your attention, engage them with personalized insights, create proposals and portfolios to reflect each clients’ needs and wants, and leverage intelligence to ensure each advisor is servicing them as efficiently as possible. Learn more at tifinwealth.com.

Register now for this webinar on January 24th at 10:00 am Pacific.

 

2481-OAT-12/22/2022

TIFIN Wealth: “Using AI to transform client personalization and intelligence for wealth intermediaries such as financial advisors, work places, neo-banks and other consumer fintechs.”

ABOUT TIFIN Wealth  “TIFIN Wealth is an AI-driven platform designed to drive personalization at scale across investments, financial planning, personality assessments, risk assessments, client communication, private markets, and charitable giving.“

WHAT ARE THE INTEGRATION POINTS BETWEEN TIFIN WEALTH AND REDTAIL CRM? 

Advisors can use the Redtail CRM integration to pull in select user lists and associated Portfolio data to use within TIFIN Wealth’s ecosystem of personalization solutions. Once integrated, you can begin administering Risk, Personality, and Plan Assessments, explore marketing campaigns, and more. The integration automatically pulls in portfolio data when available.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.

1751-OAT-9/23/2022