Tifin and RBc Wealth Managmeent expand partnership

All financial advisors at RBC Wealth Management-US now have access to AI-Powered Insights, a new program that uses artificial intelligence to observe client behavior and patterns and identify those who may be in danger of moving money after a significant financial event have. AI-Powered Insights launched as a pilot program last August and officially rolled out company-wide this week.

“RBC Wealth Management-US was an early adopter of TIFIN AG’s AI capabilities to leverage actionable intelligence to help our 2,100+ advisors deepen client relationships and grow their practices,” said Greg Beltzer, Head of Technology at RBC Wealth Management-US “TIFIN’s team has been extremely collaborative and innovative in meeting our needs and integrating their advanced models into our CRM and marketing technology stack. We look forward to working with TIFIN AG to use technology to better support client-advisor interactions. The collaboration with RBC Wealth Management-US represents the influence that TIFIN AG has on many different wealth companies. The company has continued to invest in accelerating its growth since its spinoff from parent company TIFIN in January 2024. This move included the appointment of a new independent board of directors. Today’s announcement follows a series of recent news about partnerships that will expand TIFIN’s presence as a leader in AI innovation in the wealth management industry.

“TIFIN AG’s mission is to use AI to bring more people into the world of financial advice,” commented Dr. Vinay Nair, Founder and CEO of TIFIN. “Partners like RBC Wealth Management-US share this mission and we are pleased to work together.”