US-based AI financial services provider TIFIN has launched TIFIN AXIS, a productivity platform designed to transform middle office operations in the financial sector.
TIFIN AXIS builds on TIFIN’s advanced AI capabilities and Palantir’s data infrastructure.
The platform aims to enhance efficiency, reduce risk, and eliminate bottlenecks in wealth enterprises and asset management firms.
TIFIN AXIS addresses the operational challenges with a collection of AI agents managed by a central orchestrator, aiming to improve operational efficiency and drive growth.
The platform’s architecture features an AI Agent Orchestrator that automates tasks and streamlines workflows.
It includes a Human-in-the-Loop collaboration model, serving as an AI-powered co-pilot for advisors, enhancing prospecting, conversion, onboarding, and client servicing.
Fine-tuned models handle complex interactions in low-latency environments, while seamless legacy tech integration optimises operations.
TIFIN AXIS advisor, former UBS Group CTO and Sand Hill East CEO Andy Brown said: “The middle office has long been a bottleneck in financial services, burdened by manual processes and legacy systems.
“TIFIN AXIS introduces AI solutions that not only streamline and automate these operations but also enable firms to adapt swiftly to market changes, enhancing overall productivity.”
TIFIN AXIS has already launched with early midsize RIA clients to redesign key operational functions, including account client service, account opening, trading, and reporting.
It leverages TIFIN’s expertise in financial AI to address industry-specific challenges.
TIFIN is a platform of products and companies that apply AI to financial services, focusing on wealth management, asset management, and insurance.
TIFIN founder and CEO Vinay Nair: “Frontier firms in financial services are using AI for growth and to enhance productivity. Together, we will see a seismic shift in the delivery of advice and products to investors.
“TIFIN has built AI-powered experiences and intelligence for growth, and is now adding AI-powered agents to boost productivity and accelerate this shift.
“We aim to be the premier AI partner for financial services firms embracing this transition to an AI-enabled way of doing business.”
Last year, TIFIN started a new phase of alliance with RBC Wealth Management US to strengthen adviser-client relationships with AI-Powered Insights.
