
TIFIN @Work helps employees manage finances at work with personalized AI guidance. It is a SaaS, AI-powered conversational platform that offers financial insights, budgeting, investment guidance, and benefits optimization while connecting employees with plan advisors. The system targets workplace advisors and employers, providing 24/7 financial assistance and data-driven insights to tailor guidance at scale. It integrates with employer benefits programs and advisor networks to scale wealth management services. The platform aims to increase benefits awareness, improve financial health, and reduce stress-related productivity loss across the workforce.

TIFIN @Work helps employees manage finances at work with personalized AI guidance. It is a SaaS, AI-powered conversational platform that offers financial insights, budgeting, investment guidance, and benefits optimization while connecting employees with plan advisors. The system targets workplace advisors and employers, providing 24/7 financial assistance and data-driven insights to tailor guidance at scale. It integrates with employer benefits programs and advisor networks to scale wealth management services. The platform aims to increase benefits awareness, improve financial health, and reduce stress-related productivity loss across the workforce.