The TIFIN GROUP is a holding company that conceives, creates and operates fintech companies in the areas of wealth management, investments and personal finance.

ABOUT this webinar
Topic: New Partner Spotlight – Tifin
Description: “How new technologies can drive hyper-personalization for the modern advisory firm.”

Today’s wired client has been enveloped in simple and intuitive experiences that enhance and personalize their daily lives. Their expectations have shifted from looking for solutions and services that “work” to ones that “work for me”. And, while industries like travel, entertainment, and retail have adopted this trend over the last ten years, investment and wealth management has been left behind.

At THE TIFIN GROUP, we seek to change that fact and modernize the investor experience. We build cutting-edge platforms and marketplaces that create personalized engagement throughout a client-advisor relationship.

Join us as we highlight new integrations with Redtail CRM, that personalize experiences from lead gen to prospecting to onboarding to client nurturing. When this powerful combination of Clout, Positivly, and Redtail are implemented together, advisors can create deeper and more meaningful relationships that last longer and drive better outcomes.

Clout is a marketing platform built for the specific needs of financial services. Our easy-to-use AI-powered interface creates personalized client engagement through content curation, distribution, and learning across email and social media. Clout has a range of plans from self-service to managed to enterprise, as well as additional capabilities for lead gen, custom content creation, and an ecosystem of integrated marketing partner services.

Positivly is a new way for advisors to connect with and understand their clients’ financial personalities. Positivly combines the principles of positive psychology with modern wealth management to uncover what truly matters to them in just a few minutes. Positivly offers advisors a range of opportunities from highly-qualified lead matching, existing client engagement, and personalized investment management.

Register now for this webinar on February 10 at 11 am Pacific.

Clout is a content marketing platform that empowers financial advisors to stand out with thought leadership that is highly personalized to each individual client’s interests and investments.

ABOUT Clout Clout maps your client profiles and investments to thought leadership and insightful content from thousands of sources across asset managers, leading publications and in-house thought leadership. This creates a highly personalized and relevant content feed that can be distributed across email and social media. Plus, Clout’s sophisticated compliance workflows and analytics tools allow your team to ensure that advisors are only sharing firm-approved material and your teams can see what is resonating best in real-time.

You can learn more about Clout at their website here. Or, contact them via email here.

WHAT ARE THE INTEGRATION POINTS BETWEEN CLOUT AND REDTAIL CRM? Clout users can import their Redtail contacts into their Clout accounts to create email lists. From there, they can share content with that email list.

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