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Sowell Management Has Partnered With TIFIN AG to Enhance Client Acquisition Strategy

Sowell Management Has Partnered With TIFIN AG to Enhance Client Acquisition Strategy

Sowell管理與TIFIN AG合作,以增強客戶獲取策略。
PR Newswire ·  09/12 20:04

BOULDER, Colo., Sept. 12, 2024 /PRNewswire/ -- TIFIN AG, a leading provider of AI and machine learning solutions for the wealth management industry, is excited to announce a strategic partnership with Sowell Management, a registered investment advisor (RIA) based in North Little Rock, Arkansas. Sowell Management is committed to driving growth through innovative client acquisition strategies. By prioritizing this goal, Sowell Management is eager to leverage TIFIN AG's AI-powered wealth management platform and data science expertise to identify new growth opportunities.

科羅拉多州博爾德,2024年9月12日 /PRNewswire/ — 财富管理行業人工智能和機器學習解決方案的領先提供商TIFIN AG很高興地宣佈與總部位於阿肯色州北小石城的註冊投資顧問(RIA)索威爾管理公司建立戰略合作伙伴關係。Sowell Management致力於通過創新的客戶收購策略來推動增長。通過優先考慮這一目標,Sowell Management渴望利用TIFIN AG的人工智能财富管理平台和數據科學專業知識來發現新的增長機會。

"We have enjoyed a nice partnership with TIFIN through the years," said Bill Sowell, CEO and Founder of Sowell Management, "and are thrilled to engage in an additional growth initiative alongside the efforts of our advisors. 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. We're confident that this focused growth strategy will yield many opportunities for our advisors."

Sowell Management首席執行官兼創始人比爾·索威爾說:「這些年來,我們與TIFIN建立了良好的合作伙伴關係,我們很高興能夠在顧問的努力下參與額外的增長計劃。通過這種合作伙伴關係,我們公司將獲得見解和建議,通過收購新客戶來推動資產增長,同時提高業務效率。我們相信,這種有針對性的增長戰略將爲我們的顧問帶來許多機會。」

TIFIN AG uses artificial intelligence and advanced machine learning to study data, identify trends, and deliver organic growth insights to wealth enterprises. Through personalized intelligence, advisors are empowered to make data-driven decisions to retain and grow existing clients and identify and pursue new ones.

TIFIN AG 使用人工智能和高級機器學習來研究數據、確定趨勢併爲財富企業提供有機增長見解。通過個性化情報,顧問有權做出數據驅動的決策,以留住和發展現有客戶,識別和追求新客戶。

Jeannette Kuda, President & COO of TIFIN AG, added, "Sowell is an ideal partner for TIFIN AG because they are motivated and focused on creating predictable organic growth. We are proud of the work we're doing alongside them and look forward to helping Sowell achieve their unique growth goals. We have a proven track record of delivering actionable recommendations to help advisors focus on the right opportunities at the right time."

TIFIN AG總裁兼首席運營官珍妮特·庫達補充說:「Sowell是TIFIN AG的理想合作伙伴,因爲他們積極進取,專注於創造可預測的有機增長。我們爲與他們一起做的工作感到自豪,並期待幫助Sowell實現他們獨特的增長目標。我們在提供切實可行的建議以幫助顧問在正確的時間專注於正確的機會方面有着良好的記錄。」

Firms, like Sowell Management, that partner with TIFIN AG receive ongoing personalized support that is customized to their goals and objectives. Each firm can choose from a variety of models to drive their organic growth efforts, expand their footprint in the marketplace, and enhance the financial advice they deliver.

與TIFIN AG合作的公司,例如Sowell Management,將持續獲得根據其宗旨和目標量身定製的個性化支持。每家公司都可以從多種模式中進行選擇,以推動其有機增長努力,擴大其在市場中的足跡並增強他們提供的財務建議。

About TIFIN AG

TIFIN AG 公司簡介

TIFIN AG is the go-to partner for wealth enterprises seeking AI-enabled growth. Using innovative supervised AI and machine learning technology, TIFIN AG delivers precise, actionable growth signals to wealth firms, enabling advisors to expand their businesses, deepen client relationships, and foster long-term financial growth.

TIFIN AG是尋求人工智能增長的財富企業的首選合作伙伴。TIFIN AG 使用創新的監管人工智能和機器學習技術,向財富公司提供精確、可操作的增長信號,使顧問能夠擴展業務、深化客戶關係並促進長期財務增長。

The TIFIN Group LLC (TIFIN), the parent company of TIFIN AG, creates and operates companies that apply data science, AI, and technology to address frictions in wealth and asset management. TIFIN's companies include Magnifi, TIFIN Wealth, TIFIN Give, TIFIN AG, TIFIN AMP, Sage, Helix, and TIFIN @Work. TIFIN has been backed by JP Morgan, Morningstar, Hamilton Lane, Franklin Templeton, SEI, Motive Partners, and Broadridge among others.

TIFIN Group LLC(TIFIN)是TIFIN AG的母公司,它創建和運營應用數據科學、人工智能和技術來解決財富和資產管理摩擦的公司。TIFIN 的公司包括 Magnifi、TIFIN Wealth、TIFIN Give、TIFIN AG、TIFIN AMP、Sage、Helix 和 TIFIN @Work。TIFIN得到了摩根大通、晨星、漢密爾頓·萊恩、富蘭克林·鄧普頓、SEI、Motive Partners和Broadridge等公司的支持。

About Sowell Management

關於索威爾管理

Sowell Management is a privately held Registered Investment Advisor (RIA) and a trusted partner to financial advisors. Founded in 2001 on the principle of fee-based fiduciary investing, Sowell Management provides a transformative platform of service and solutions that leads advisors on the path of independence - meeting advisors where they are and taking them where they want to go. Sowell offers a diversity of services and has a nationwide client base. Sowell Management – there for the advisors; there for the journey. Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC's website (https://adviserinfo.sec.gov/) or FINRA's BrokerCheck (). Advisory Services offered through Sowell Management, a Registered Investment Advisor.

Sowell Management是一傢俬人控股的註冊投資顧問(RIA),也是財務顧問值得信賴的合作伙伴。Sowell Management成立於2001年,本着收費信託投資的原則,提供了一個變革性的服務和解決方案平台,引導顧問走上獨立之路——與顧問會面,帶他們去他們想去的地方。Sowell提供多樣化的服務,並擁有全國範圍的客戶群。Sowell Management — 爲顧問服務;爲旅程助一臂之力。有關 Sowell Management(CRD# 127145/SEC# 801-63991)的更多信息可在美國證券交易委員會的網站 (https://adviserinfo.sec.gov/) 或 FINRA 的 BrokerCheck 上查閱 ()。諮詢服務由註冊投資顧問索威爾管理公司提供。

Media Contacts

媒體聯繫人

Michael Walsh
[email protected]

邁克爾·沃爾什
[電子郵件保護]

Samantha Davison
[email protected]

薩曼莎·戴維森
[電子郵件保護]

SOURCE TIFIN AG

來源 TIFIN AG

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譯文內容由第三人軟體翻譯。


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