Priya PatelTLDR: Key Points
- Tifin has hired former BlackRock MD Brooke Juniper as the new CEO of its AI investment platform Sage.
- Juniper’s background in finance and technology will be key in accelerating the adoption of investment-related conversational AI capabilities within wealth enterprise firms.
Tifin, a wealthtech company based in New York, has announced the appointment of Brooke Juniper as the new CEO of its AI-driven investment platform, Sage. Juniper, a former managing director at BlackRock, will focus on driving the adoption of investment-related conversational AI capabilities within wealth enterprise firms. With experience in finance and technology, Juniper’s tenure at BlackRock saw her leading the digital engagement strategy and roadmap for the company’s advisor center, serving over 100,000 wealth advisors.
The Sage platform is designed specifically for financial advisors, providing portfolio insights and recommendations through its AI assistant function. Juniper’s extensive background in finance and technology, along with her vision for digital engagement, make her a strategic choice for Tifin as it aims to innovate and enhance the services offered through Sage.
