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NATIONAL INSURANCE AND FINANCIAL SERVICES FIRM , ALERA GROUP , DEPLOYS AI-POWERED PLATFORM
Alera Group , a leading independent national insurance and financial services firm , has announced the selection and deployment of the TIFIN @ Work AI-powered workplace benefits and wealth management platform . Alera Group ’ s Retirement Plan Services practice has integrated TIFIN @ Work with its FinWell Connect financial wellness programme . Together , these platforms offer comprehensive financial support to employees and create growth opportunities for advisors .
“ Other platforms fill gaps ; TIFIN @ Work drives true engagement and business growth ,” said Christian Mango , Executive Vice President and National Practice Leader , Retirement Plan Services . “ We ’ re excited to offer a modern solution that benefits both employees and advisors . The partnership with TIFIN @ Work further strengthens Alera Group ’ s commitment to robust , cutting-edge retirement and wealth solutions .”
The Alera Group-TIFIN partnership underscores TIFIN @ Work ’ s role in addressing evolving retirement plan needs while fueling advisor growth . Insights from Franklin Templeton ’ s Voice of the Field Survey confirmed the rising demand for actionable , workplace-based financial solutions , positioning TIFIN @ Work as an optimal bridge between retirement benefits and wealth management .
financial journeys and expanding advisors ’ reach and impact .”
Through TIFIN @ Work ’ s AI-driven platform , Alera Group ’ s retirement plan participants will receive personalised , tailored guidance , seamlessly connecting them with financial experts . The platform dynamically serves up the appropriate Alera Group solution – across insurance , benefits or wealth management – at the moment participants need it . �
Marc McDonough , CEO of TIFIN @ Work , said : “ Partnering with Alera Group marks a pivotal step in uniting workplace benefits with wealth management . TIFIN @ Work is the bridge from retirement to financial confidence , enhancing employees ’
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