Transforming Workplace Finances: Concurrent Joins Forces with TIFIN

Transforming Workplace Finances for Employees and Employers

Combining Advisory Expertise and AI-Driven Insights to Deliver Real Financial Impact

Concurrent, known for its rapid growth as a prominent RIA aggregator, has recently joined forces with TIFIN @Work, a cutting-edge AI platform focusing on workplace financial solutions. This strategic partnership aims to offer a more personalized and focused approach for employees, employers, and financial advisors alike. By aligning TIFIN @Work's advanced AI tools with Concurrent's extensive advisory skills, they are set to create a significant impact on financial outcomes in the workplace.

Innovative Solutions for a Modern Workplace

Casey Bates, Managing Director of Strategy and Growth at Concurrent, emphasizes the benefit of this collaboration, stating, "Concurrent's rapid growth has been built on our ability to deliver personalized, scalable solutions that meet the unique needs of clients," reflecting the importance of adapting to contemporary financial challenges. The integration of TIFIN @Work's technology into Concurrent's advisory services creates an environment where financial strategies are more effective and tailored to each individual's situation.

Utilizing AI for Tailored Financial Strategies

TIFIN @Work offers AI-driven insights tailored to helping employees manage their financial strategies effectively. This can range from optimizing paycheck contributions to planning for long-term financial goals. Concurrent serves as the bridge, ensuring that the insights generated by the AI technology are actionable and relevant, making it easier for both employees and employers to navigate financial challenges.

Creating Value through Strategic Partnerships

In a joint statement, Marc McDonough, CEO of TIFIN @Work, shared the vision behind their partnership with Concurrent: "This partnership is about creating better wealth outcomes with tailored solutions that truly make a difference." This collaboration directly tackles the financial needs of the workplace, making it beneficial for all parties involved.

Impact for Employers and Employees

The outcome of marrying TIFIN @Work's advanced platform with Concurrent's extensive networking capabilities is a streamlined approach for employers. This innovative partnership is designed to enhance employee engagement, boost financial confidence, and provide greater value for advisors. It aims to cultivate a culture where financial wellbeing is prioritized, aligning it with the overall objectives of the companies involved.

About Concurrent and TIFIN

About Concurrent:
Founded in 2017 and based in Tampa, Concurrent operates as a hybrid registered investment adviser (RIA) focused on providing independent advisors with the necessary tools and resources to thrive. By assembling a national network of independent advisors who deliver unbiased, fiduciary advice, Concurrent is dedicated to evolving alongside the financial landscape.

About TIFIN @Work:
TIFIN @Work works to enhance the connection between the workplace and wealth management, enabling employees to take full advantage of their benefits. The AI-driven platform transforms workplace benefits into valuable financial insights, guiding employees toward their long-term financial objectives.

About TIFIN:
TIFIN builds AI-driven solutions to tackle inefficiencies in the wealth and asset management sectors. With a diverse portfolio that includes TIFIN @Work, TIFIN Wealth, and others, the company aims to drive innovation backed by significant investors.

Media Inquiries:
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Frequently Asked Questions

What is the main goal of the partnership between Concurrent and TIFIN @Work?

The main goal is to enhance workplace financial solutions through a combination of AI-driven technology and expert advisory services, ultimately benefiting employees and employers.

How does AI technology improve financial strategies for employees?

TIFIN @Work’s AI technology helps employees by providing personalized insights, assisting in financial planning, and optimizing contributions to ensure better wealth outcomes.

What benefits do employers gain from this partnership?

Employers receive a streamlined approach to employee financial support, leading to improved engagement, confidence in financial decisions, and enhanced overall workplace satisfaction.

Who is Casey Bates?

Casey Bates is the Managing Director of Strategy and Growth at Concurrent, playing a pivotal role in driving the company's strategic initiatives and growth.

What type of company is Concurrent?

Concurrent is a multi-custodial, hybrid registered investment adviser (RIA) dedicated to providing independent advisors with the resources to grow their businesses and adapt to changing client needs.

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