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.

Positivly combines the principles of positive psychology with modern wealth management to create stronger connections between people, their advisors, and their wealth.

ABOUT Positivly Meet Positivly, a personalized investment matching and relationship platform. Built with the world’s first financial personality test, Positivly uncovers unique and sometimes hidden truths of what drives a client to invest. This insight transforms what could be “functional” client-advisor dialog to a highly personal, outcome-oriented conversation. The outcome – clients have stronger connections to investments and longer-lasting relationships with their advisors. For more information, visit the Positivly website here. Also, if you’d like to try the financial personality test, you can do so here.

WHAT ARE THE INTEGRATION POINTS BETWEEN POSITIVLY AND REDTAIL CRM? This integration allows advisors to import all of their Redtail CRM contacts with a Type of “Individual” into their Positivly account. From there, they can easily send invites to those contacts, either individually or in bulk, to take Positivly’s financial personality test.

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