Skip navigation
Wealthies Circle Podcast

Wealthies Circle Podcast: The Future of Technology Is Now with Jack Swift

TIFIN President Jack Swift dives into how the firm's nine business units use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.

 

Personalization and artificial intelligence are buzzwords advisors are hearing all the time these days but few have real access to either.

In this episode, WealthManagement.com Senior Technology Editor Davis Janowski is joined by Jack Swift, senior partner and president of The TIFIN Group. Jack dives into financial technology and artificial intelligence, detailing how the nine business units in the group use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.

In this episode, you will learn:

  • How The TIFIN Group’s nine business units and their applications apply emerging technology to provide personalized data about clients and their investments to advisors
  • The benefits of semantic search, machine learning, natural language processing and how data lakes are helping build the future of financial advice.
  • The democratization of AI and what this means for the industry
  • Potential future services of TIFIN

Listen to the Wealthies Circle Podcast

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish