Tifin, the artificial intelligence-driven wealth management solutions provider, is helping Arkansas-based fiduciary wealth firm Sowell Management extend its growth ambitions through a new strategic partnership.
The partnership aims to enhance Sowell's client acquisition efforts by leveraging Tifin AG’s AI-powered platform and data analytics capabilities.
Founded in 2001, Sowell Management serves a nationwide client base and remains committed to expanding its growth initiatives. Through its newly forged collaboration with Tifin AG, the firm expects to harness AI and machine learning to uncover growth opportunities and streamline its operations.
Bill Sowell, CEO and founder of Sowell Management, reflected on his firm's years-long partnership with Tifin as he expressed optimism about the partnership’s potential impact.
"Through this partnership, our firm will gain insights and recommendations to drive asset growth through new client acquisition while simultaneously creating efficiencies in our business,” Sowell said in a statement.
Tifin AG specializes in using artificial intelligence and machine learning to help wealth management firms optimize client engagement and expand their client base. The platform offers personalized insights designed to help advisors make informed decisions to grow existing relationships and attract new ones.
In January, Tifin announced it was spinning off Tifin AG, with a venerable group of industry leaders including Brian Carlin, former CEO of J.P. Morgan Private Capital and J.P. Morgan Wealth Management Solutions to sit at its board.
Jeannette Kuda, president and COO of Tifin AG, underscored her firm's alignment with Sowell.
"Sowell is an ideal partner for TIFIN AG because they are motivated and focused on creating predictable organic growth," said Kuda, who joined the firm from LPL in April. "We have a proven track record of delivering actionable recommendations to help advisors focus on the right opportunities at the right time.”
Tifin AG's network of clientele includes RBC Wealth Management, which agreed to extend their longstanding collaboration in February to give its fleet of more than 2,100 financial advisors access to the fintech's AI-Powered Insights module.
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