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

Source

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