Tag Archives: #Data

Episode 169 – Employing AI to Meet the Pace of Evolution with Jack Swift

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , ,

Jack Swift is the CEO of TIFIN AMP, a division of TIFIN and an AI-driven platform for asset management distribution.

In this podcast, we’ve invited Jack to speak on the reshaping of the asset management space by AI and how the seasoned team at TIFIN AMP is ahead of the evolving industry and market.

They also discussed:

  • The key questions TIFIN AMP is looking to solve for asset managers and how the firm functions 
  • How asset managers partner with the TIFIN AMP team and the variety in the firm’s partnerships
  • How the firm measures success 
  • The capabilities and advantages of the platform compared to an asset management in-house data science team 

 

Resources: 

TIFIN AMP

 

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Episode 168 – The Ally of Artificial Intelligence with Dr. Vinay Nair

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , ,

Dr. Vinay Nair is the Founder, Chairman, and CEO of TIFIN: a platform that creates engaging wealth experiences to improve financial lives. This is all accomplished through AI and investment intelligence-driven personalization for the advised or self-directed investor.

In this podcast, Vinay brings his extensive background in both the academic and business world to give us a rundown on major industry trends and the AI technology TIFIN Wealth utilizes to help advisors and firms better serve their clients.

They also discussed:

  • The early focus on AI by TIFIN and the evolution they foresee
  • The capabilities of AI and its impact on advisors
  • The challenges advisors are facing in terms of driving growth
  • Firms utilizing their existing data to find new opportunities

 

Resources: 

TIFIN 

 

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Episode 72 – Data Can Help You Provide Quality Advice – With Matthew Radgowski

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , , ,

Matthew Radgowski is head of Advisor Services at Morningstar. Morningstar Advisor Services helps financial advisors harvest the power of Morningstar data and research and integrate it in the way they work.  

Doug and Matt sat down at the FSI OneVoice Summit and talked about Morningstar Advisor Services and their primary focus on discovering key trends that impact the delivery of advice and then delivering solutions that help advisors deliver quality advice to investors. They also discuss:

  • Key themes in today’s industry
  • Important regulatory trends and observations
  • Technology enabling hyper-personalization of client porfolios
  • Competition in the industry
  • How data can empower advisors to deliver quality advice

Resources:  Morningstar| Flyer Financial Technology

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