The Future of WealthTech with Dr. Vinay Nair & Jay Coulter on The Resilient Advisor Show
The Wealthtech landscape is changing rapidly and @tifin_wealth is at the forefront. In this episode of Resilient Advisor, Jay Coulter interviews Dr. Vinay Nair, the Founder and CEO of TIFIN. Learn more about TIFIN Wealth and how they serve advisors: https://tifinwealth.com Show Quote: "Access without intelligence is harmful." - Dr. Vinay Nair Connect with Vinay: LinkedIn: / vinay-nair-47390b Twitter: / drvinaynair Website: https://tifinwealth.com About Dr. Vinay Nair: Dr. Vinay Nair is the Founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. A serial entrepreneur, investor, and academic, Vinay has taught at several business schools, has a portfolio of venture investments and has started several companies in financial services. As a former finance faculty member at Wharton, with teaching experience at schools such as MIT and Columbia, he focuses on venture capital, private equity, and entrepreneurship. He is also a recognized expert in the areas of sustainable and responsible investing and has written “Investing for Change”, a book published in 2008 by Oxford University Press. Follow Financial Advisor TV™ on Social: YouTube: / financialadvisortv Twitter: / finadvisortv TikTok: / financialadvisortv Facebook: / financialadvisortv LinkedIn: / financialadvisortv Instagram: / financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv © Financial Advisor TV, LLC. All Rights Reserved Chapters 0:00 Start 0:52 How Tifin Builds Engaging Experiences For Investors 1:59 Putting the Fin in Fintech 3:10 The Next Phase Of TIFIN's Growth 4:23 The TIFIN Personalization Advantage For Advisors 5:26 The Key to Personalization: Client Specific Data 8:21 Personalization Is A Bear Market Hedge For Advisors 10:39 The Future of Magnifi+ with Dr. Vinay Nair 12:01 Dr. Vinay Nair on Magnifi+ 13:56 Rethinking Philanthropy - The TIFIN Give Offering 17:13 TIFIN's Strategic Partnerships #wealthtech #financialadvisor #resilientadvisor #financialadvisortv #fatv #fintech
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