Tapping Hidden Wealth: AI that Uncovers Outside Assets - Jeannette Kuda [COO]

Smarter Planner Podcast

In this episode, host Belle Osvath, CFP®, interviews Jeannette Kuda, President and COO of Tiffin AG, a fintech company revolutionizing wealth management through supervised AI. Jeannette explains the differences between supervised (predictive) AI and generative AI, emphasizing the former's ability to analyze large datasets to identify growth opportunities for wealth management firms.

Tiffin AG's platform focuses on organic growth by helping advisors uncover hidden opportunities within their existing client base, such as outside assets that could be consolidated under their management. By leveraging predictive AI, the tool analyzes historical data, supplements it with third-party data, and provides actionable insights. Advisors are then equipped to prioritize high-probability opportunities efficiently, enhancing their ability to grow their business book without increasing administrative burdens.

Jeannette stresses that AI is not about replacing advisors but augmenting their efforts, allowing them to focus on client relationships and growth strategies. She also highlights the importance of embracing AI experimentation, regardless of firm size, as the technology evolves rapidly and creates competitive advantages.

For more insights, connect with Jeannette on LinkedIn or visit tiffinag.com.

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The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes. Belle Osvath and the FPA NCA do not endorse any of the individuals or services mentioned.