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