TIFIN @Work

TIFIN @Work is the first holistic AI-powered conversational platform for helping individuals achieve financial freedom in their workplaces, delivered in partnership with their plan advisors. Learn more at https://hubs.la/Q02HQXK00!

Attending PLANADVISER 360 next week? Check in with Thomas P Brennan III, Ryan Dolan or Marc McDonough, CFP® to set up a demo and experience the first conversational AI-enabled financial and advice platform for employees. Need a pass to attend? Let us know as well. #PLANADVISER360 #Retirement #Wealthmanagement #AI https://hubs.la/Q02XhklG0

Employees want more than just retirement plans—they need holistic financial guidance. Our latest blog highlights findings from the Goldman Sachs 2024 Retirement Survey and explores how Tifin @Work bridges the gap between retirement planning and wealth management with AI-driven, personalized advice. #FinancialWellness #RetirementPlanning #TIFINatWork #EmployeeBenefits #AIGuidance https://hubs.la/Q02Th34M0

Nearly 40% of employees feel uninformed about their non-medical voluntary benefits, leading to underutilization and missed opportunities. TIFIN @Work solves this by providing personalized, AI-powered guidance, helping employees understand and maximize their benefits. https://hubs.la/Q02RnPk50 #EmployeeWellbeing #FinancialWellness #BenefitsOptimization #TIFINAtWork

Retirement plan advisors—are you engaging with your workplace clients? TIFIN @Work transforms the workplace into a financial hub, offering personalized guidance to employees while providing advisors with the tools to deliver tailored, actionable insights at scale. #TIFINAtWork #FinancialWellness #RetirementPlanning #AIPowered https://hubs.la/Q02QD2JX0

Financial Wellness" is outdated. Traditional programs with generic seminars and broad advice miss the mark, leaving employees feeling unsupported. TIFIN @Work changes the game with personalized, AI-driven solutions that go beyond education. We deliver clear, actionable steps that guide employees from financial stress to stability and confidence. Read more in our latest blog! https://hubs.la/Q02PVDn60 #FinancialWellness #AI #EmployeeEngagement #TIFINatWork

Advisors: Are you ready for Open Enrollment? Open enrollment isn't just about choosing benefits—it's a strategic opportunity for advisors to deepen client relationships and provide real value. With TIFIN @Work's AI-driven platform, you can guide employees through personalized financial decisions, streamline the benefits process, and position yourself as a critical resource during this pivotal time. #OpenEnrollment #FinancialAdvisors #TIFINatWork #EmployeeBenefits #FinancialWellness https://hubs.la/Q02P61zw0

Advisors, ready to up your retirement game? TIFIN @Work is shaking up the retirement and benefits planning space. We have your competitive edge! https://hubs.la/Q02Nkzrc0

Advisors, ready to up your retirement game? TIFIN @Work is shaking up the retirement and benefits planning space. We have your competitive edge! https://hubs.la/Q02Nkzrc0

Tune in to the latest LifeYield "WealthTech on Deck" podcast with Rob Pettman. Rob sits down with host Jack Sharry to explore the opportunities that exist with AI. #WealthManagement #AI #GrowthStrategies