Thu, Dec 26 2024
An exciting new chapter of cooperation between TIFFIN AG and RBC Wealth Management-U.S. has been announced by Tiffin, a leading AI and innovation platform for wealth.
AI-Powered Insights, a new service that use artificial intelligence to monitor client behaviors and patterns to identify those who potentially have money in motion following a large financial event, is now available to all financial advisers at RBC Wealth Management-U.S. AI-Powered Insights, which began as a trial initiative in August of last year, was formally implemented company-wide last week.
Greg Beltzer, Head of Technology at RBC Wealth Management-U.S., stated, "RBC Wealth Management-U.S. has been one of the early adopters of TIFFIN AG's AI capabilities to use actionable intelligence to help our 2,100+ advisors deepen client relationships and grow their practice." "In meeting our needs and incorporating their cutting-edge models into our CRM and marketing technology stack, the TIFFIN team has shown remarkable creativity and teamwork. We're excited to collaborate with TIFFIN AG to leverage technology to enhance client-advisor interactions.Working with RBC Wealth Management-United States.reflects the influence that TIFFIN AG is exerting on numerous wealth-related businesses. Since splitting off from parent company TIFFIN in January 2024, the business has kept making investments to accelerate its growth. This action included appointing a brand-new, impartial board. The statement made today comes after a string of recent collaboration announcements from TIFFIN, which is growing its reputation as a pioneer in AI innovation in the wealth management space.reflects the influence that TIFFIN AG is exerting on numerous wealth-related businesses. Since splitting off from parent company TIFFIN in January 2024, the business has kept making investments to accelerate its growth. This action included appointing a brand-new, impartial board. The statement made today comes after a string of recent collaboration announcements from TIFFIN, which is growing its reputation as a pioneer in AI innovation in the wealth management space.
According to TIFFIN Founder & CEO Dr. Vinay Nair, "TIFFIN AG's mission is to use AI to bring more individuals into the world of financial advice." Partners like RBC Wealth Management-U.S. are excited to collaborate with us because they too share our vision.
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