How TIFIN @Work Gives Advisors a Competitive Edge in the Retirement Space
With the growing demand for financial wellness programs, advisors need to differentiate themselves to stay competitive. TIFIN @Work offers a powerful solution that integrates workplace benefits with personal financial guidance, creating new opportunities for advisors to engage clients and grow their business.
What is TIFIN @Work?
TIFIN @Work is an AI-powered financial wellness solution that empowers employees by providing personalized guidance on a range of topics—from optimizing their paycheck and managing debt to understanding health benefits and planning for retirement. TIFIN @Work enhances overall employee well-being and boosts benefits engagement by addressing both financial and health-related concerns, ultimately driving productivity and retention. Easily integrated into a company’s HRIS system, TIFIN @Work is a valuable platform that advisors can offer to plan sponsors, enhancing their benefits programs and improving employee engagement.
1. Build Deeper Relationships with Retirement Plan Participants
TIFIN @Work enables advisors to connect with employees who are engaged with their workplace benefits but may need more comprehensive financial guidance. This helps advisors build deeper relationships by providing personalized support and expanding the scope of their financial services.
2. Deliver Personalized Advice at Scale
Leverage TIFIN @Work’s AI-driven platform to deliver tailored financial guidance to a broad audience. Personalized insights and recommendations help advisors deepen client relationships, increase engagement, and build trust—key factors in retaining clients.
3. Differentiated Solutions for Employees’ Financial Challenges
TIFIN @Work helps advisors stand out by offering a unique service that combines workplace benefits with personal financial guidance. This holistic approach allows advisors to meet a wider range of client needs, positioning themselves as essential financial partners.
4. Streamline Operations and Focus on Growth
The platform provides a centralized advisor portal to manage client interactions and automate routine tasks, freeing up time. With data-driven insights and efficient workflows, advisors can focus on what matters most—growing their business.
5. Seamless Integration with Existing Systems
Advisors often face challenges when integrating new tools into their existing workflows. TIFIN @Work is designed to seamlessly integrate with your current systems, minimizing disruption and reducing the need for additional technology investments.
Unlock Your Competitive Edge with TIFIN @Work
In today’s market, standing out is crucial. TIFIN @Work equips advisors with the tools to engage clients, generate leads, and grow their practice. Discover how TIFIN @Work can help you differentiate your services and expand your business by visiting atwork.tifin.com/demo today.
