Wealth management is at a crossroads. AI isn’t just changing the game—it’s rewriting the rules. At TIFIN, we believe real innovation doesn’t chase headlines; it reshapes how we think, act, and build. In 2024, we made strides in bringing AI-driven personalization and efficiency to wealth management, solving real problems and driving better financial outcomes. But we’re just getting started. Real progress is messy, iterative, and humbling. It requires curiosity, resilience, and partners who believe we can do better. As we step into 2025, we’ll stay focused on what truly moves the needle for those we serve. Let’s keep building. From all of us at TIFIN, we wish you a joyful holiday season and a year of meaningful success. #AI #WealthManagement #FutureFocused #TIFIN #BetterWealthOutcomes Vinay Nair Stacy Carter Anna Steward Rob Pettman Marc McDonough, Paul Lussow Brooke Juniper Tom Van Horn Jeannette Freedman Kuda Tanya Bhasin
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🤖 Did you know AI is making waves in finance? 🌊 AI technology is revolutionizing how we trade, invest, and manage portfolios. From algorithmic trading to predictive analytics, AI is reshaping the finance landscape. It’s automating tasks, providing more accurate market predictions, and helping investors make data-driven decisions faster than ever before. The future of finance is here, and AI is leading the charge. Is your portfolio ready for the AI revolution? Learn more in our upcoming post! Know more at https://lnkd.in/gu23uYDF #AIInFinance #Fintech #TradingTechnology #InvestInTheFuture
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We're thrilled to announce that we've joined forces with leading AI fintech, Pebble Finance, to revolutionize the news experience in global financial services. MT Newswires’ trusted and comprehensive global real-time coverage, paired with Pebble’s cutting-edge AI technology, is transforming the news experience for leading platforms and applications across financial services. ✔ Concise - Access to vast amounts of critically important real-time and historical financial news, curated and condensed with AI for relevance; 🕓 Fast & Efficient – Save time with access to volumes of high-quality news delivered in an easily digestible format in seconds; 🤝 Trusted and Valued Results – Results gathered solely from fact-based, unbiased and reliable news from MT Newswires. Together, we're blending AI innovation with unbiased financial news, turning information overload into an instant advantage. Curious to see it in action? Send us a message to set up a demo. 🖥 [Link in comments]
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"What an incredible start to #FutureProof2024! It was an honor to be a panelist and share the stage with Craig Iskowitz and Devon Drew , discussing how generative AI is revolutionizing wealth management. I'm particularly excited about Google Cloud and how #gemini and #vertexai enable generative AI to personalize client experiences and streamline advisor workflows. Imagine effortlessly generating insightful reports, automating due diligence, and delivering hyper-personalized advice – all while staying ahead of ethical considerations and regulatory compliance. The future of wealth management is here, and it's powered by AI and Google. #AIinFinance #WealthManagement #FinTech #FutureofAdvisory
Leader in #Wealthtech Strategy | Helping #WealthManagement firms drive tech value | #DataStrategy | EzraGroup.com
Key takeaways from our AI panel, “How AI is Transforming Wealth Management”, Day 1 at #FutureProof2024! 🤖 AI is revolutionizing wealth management operations, from report generation to client onboarding. 🦾 Generative AI tools like Google’s Gemini & Anthropic’s Claude are game-changers for content summarization and creation. 🚀 Next Best Action recommendations powered by AI are supercharging client relationships. 📈 AI is streamlining reviews of asset management products, saving advisors valuable time in investment due diligence. 💣 Ethical considerations and regulatory compliance will be crucial as AI adoption continues geometric grows. The message is clear: AI isn’t just the future; it’s already here, making advisors more efficient and enhancing client experiences. Those who embrace it will have a significant competitive advantage. A big thanks to Devon Drew and James Dean for a fantastic panel, and to Matt Middleton and Joshua Brown for having me back this year. Lots more to come this week from Future Proof 2024! #WealthManagement #AIinFinance #FinTech #FutureofAdvisory #financialadvisors #artificialintelligence
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Leader in #Wealthtech Strategy | Helping #WealthManagement firms drive tech value | #DataStrategy | EzraGroup.com
Key takeaways from our AI panel, “How AI is Transforming Wealth Management”, Day 1 at #FutureProof2024! 🤖 AI is revolutionizing wealth management operations, from report generation to client onboarding. 🦾 Generative AI tools like Google’s Gemini & Anthropic’s Claude are game-changers for content summarization and creation. 🚀 Next Best Action recommendations powered by AI are supercharging client relationships. 📈 AI is streamlining reviews of asset management products, saving advisors valuable time in investment due diligence. 💣 Ethical considerations and regulatory compliance will be crucial as AI adoption continues geometric grows. The message is clear: AI isn’t just the future; it’s already here, making advisors more efficient and enhancing client experiences. Those who embrace it will have a significant competitive advantage. A big thanks to Devon Drew and James Dean for a fantastic panel, and to Matt Middleton and Joshua Brown for having me back this year. Lots more to come this week from Future Proof 2024! #WealthManagement #AIinFinance #FinTech #FutureofAdvisory #financialadvisors #artificialintelligence
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New AI Street Out Tomorrow: Where AI Meets Wall Street 🤖 🛣️ We’ll cover: -- Gen AI's rapid adoption — Double the pace of the Internet: Fed -- Aiera's financial model leaderboard w/ Jacqueline Garrahan -- SEC Chair Gary Gensler on AI's potential systemic risks -- Fundraising from Desia and Mako AI Plus, the latest links on AI in trading, investing, and banking. 👉 Subscribe to receive AI Street in your inbox tomorrow morning at 11:30 EST. Link in comments. If you find this valuable, please consider sharing it with your network. #AIinFinance #FinTech #ai #investing
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CMO @ FutureVault | AI-Powered Digital Vaults for Financial Services & Wealth Management | WealthTech CMO of the Year (Canada) | Top 100 Global WealthTech Provider | “Trust The Process”
To reiterate in Craig’s words precisely: The message is clear: AI isn’t just the future; it’s already here, making advisors more efficient and enhancing client experiences. Those who embrace it will have a significant competitive advantage.
Leader in #Wealthtech Strategy | Helping #WealthManagement firms drive tech value | #DataStrategy | EzraGroup.com
Key takeaways from our AI panel, “How AI is Transforming Wealth Management”, Day 1 at #FutureProof2024! 🤖 AI is revolutionizing wealth management operations, from report generation to client onboarding. 🦾 Generative AI tools like Google’s Gemini & Anthropic’s Claude are game-changers for content summarization and creation. 🚀 Next Best Action recommendations powered by AI are supercharging client relationships. 📈 AI is streamlining reviews of asset management products, saving advisors valuable time in investment due diligence. 💣 Ethical considerations and regulatory compliance will be crucial as AI adoption continues geometric grows. The message is clear: AI isn’t just the future; it’s already here, making advisors more efficient and enhancing client experiences. Those who embrace it will have a significant competitive advantage. A big thanks to Devon Drew and James Dean for a fantastic panel, and to Matt Middleton and Joshua Brown for having me back this year. Lots more to come this week from Future Proof 2024! #WealthManagement #AIinFinance #FinTech #FutureofAdvisory #financialadvisors #artificialintelligence
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The Most Impactful Capital Markets: AI research report is LIVE! 🎉 📰 This report highlights 100 firms making a difference with their AI. Download the free report here: https://bit.ly/3BrnAkY Congrats to all of those featured! Led by Dan Latimore, former Chief Research Officer at Celent, this initiative provides cutting-edge insights into how financial services leaders are transforming through innovative technologies. Special thank you to our partners Prove & Caliber Corporate Advisers for supporting these insights. 👏 Follow us for the latest fintech updates. #FintechNews #Fintech #Innovation #AI #Research #MostImpactful #CapitalMarkets
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Terrific insights and key takeaways in the linked article by Susanne Chishti of FINTECH Circle from the recent conversation with Andrew Beatty, our Division Executive and Head of Wealth, Retirement International. They discussed numerous aspects around the rise and importance of generative AI. https://lnkd.in/en4W-aAW #Finpact #genai #wealth #retirement
Experienced Board Member & Chair at FINTECH Circle & Non-Executive Director at Crown Agents Bank (CAB Payments PLC) - NomCo, RemCo Member & Chair of ESG Sub-Committee. Fintech Investor, FTSE Board Member, Keynote Speaker
Really enjoyed speaking to Andrew Beatty Division Executive and Head of Wealth, Retirement International at FIS in our latest #Finpact webinar offering valuable insights into the transformative potential of generative AI in wealth management. By embracing AI technologies, financial firms can unlock new opportunities for growth, enhance client experiences, and navigate regulatory complexities with confidence while also upskilling their workforce to ensure that the impact of AI on the workforce is a positive one. Generative AI offers diverse applications in wealth management, from portfolio management to compliance testing, enhancing client experiences, and operational efficiency. Despite challenges such as bias mitigation and regulatory compliance, embracing AI technologies presents huge opportunities for growth and innovation in wealth management, positioning firms well for the future. If you missed our fireside chat, you can review it now on demand by clicking on the link below: https://lnkd.in/en4W-aAW #fintech #wealthtech #wealthmanagement #assetmanagement #investing #AI #GenAI #FinPact #FIS #FINTECHCircle #FISPartner
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🌟 Excited to be attending the very first #AdviceAI conference by dedicated to AI for financial planners and wealth managere! 🤖💼 The future of wealth management is being reshaped by AI, and it's incredible to be in the USA surrounded by industry leaders who are embracing this transformation. From predictive analytics to personalized investment strategies, the potential of AI in creating smarter financial solutions is limitless. Representing YBL.AI looking forward to connecting with fellow innovators and exploring how we can leverage these new tools to deliver even greater value. Let’s lead the way in this exciting evolution of wealth management! 🚀📈 #WealthManagement #AdviceAI #FinancialAdvisors #Innovation #FutureOfFinance #Networking #WealthTech Michael Kitces Steven Goh Astrid Raetze YBL.AI #fintech
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$44bn in 2024 ➡️ $50bn by 2029 AI’s growth is no surprise, but do you know what’s fact and what’s fiction about its capabilities? 🤔 In our latest blog, we’re busting some common myths: ❌ AI works entirely on its own. ❌ AI needs perfect data. ❌ AI guarantees perfect stock market predictions. ❌ AI will replace human investment managers. Curious about the reality? Find out here 👉 https://buff.ly/3ZlEWZM #finiti #fintechrecruiter #fintech #fintechsales #fintechnews #fintechtalentmatch #fintechstartup #fintechrecruitment
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