The Advisor and AI

Beacon Flash

Todd Cooper is the Chief Revenue Officer at TIFIN AG, which leverages artificial intelligence to enhance wealth management outcomes by providing data-driven solutions for client acquisition, retention, and growth. With extensive experience in the wealth management technology sector, Todd has played pivotal roles in launching innovative financial platforms and services at companies like Prudential, Envestnet, and LPL Financial. At TIFIN AG, he focuses on helping wealth management enterprises adopt cutting-edge AI technologies to drive organic growth and improve client outcomes.

In this episode…

In an industry where technology is rapidly reshaping the landscape, financial advisors are facing a critical crossroads. As AI continues to evolve, how will it redefine the advisor-client relationship, and what does this mean for the future of wealth management?

According to Todd Cooper, a seasoned expert in wealth management technology, AI is set to transform how advisors interact with their clients fundamentally. He highlights that while control is increasingly shifting to clients, AI provides a powerful tool for advisors to offer more personalized and timely insights. This shift enhances the advisor's ability to meet client expectations and ensures that the human element remains central in delivering value. As advisors are expected to do more for more clients, AI offers a pathway to maintaining relevance and efficiency in an increasingly complex environment.

In this episode of The Beacon Flash Podcast, host Chip Kispert sits down with Todd Cooper, Chief Revenue Officer at TIFIN AG, to discuss the intersection of AI and wealth management. They explore how AI enables advisors to become holistic financial coaches, the critical role of actionable intelligence, and the importance of early adoption and experimentation in staying ahead of industry changes.