Tifin AG, the fintech AI platform focused on helping growth-focused wealth firms, has announced its first big deal since spinning off from its eponymous parent company. Tifin AG said it has expanded its longstanding collaboration with RBC Wealth Management-U.S. so that all financial advisors will have access to a new artificial intelligence-driven program.
“RBC Wealth Management-U.S. has been one of the early adopters of Tifin AG's AI capabilities to use actionable intelligence to help our 2,100+ advisors deepen client relationships and grow their practice,” Greg Beltzer, head of technology at RBC Wealth Management-U.S, said in a statement.
Through the new introduced AI-Powered Insights, thousands of advisors at RBC’s U.S. wealth arm now have access to AI-derived insights on their clients. By observing client behaviors and patterns, the AI software identifies potential opportunities for advisors to add assets from clients who might be approaching a significant financial event.
RBC’s U.S. wealth division is officially launching Tifin AG’s newly minted AI program across its entire advisor workforce this week. The rollout, which stems from a pilot program announced last August, has been several months in the making.
“The team at TIFIN has been extremely collaborative and innovative in addressing our needs and integrating their advanced models into our CRM and marketing technology stack,” Beltzer said. “We look forward to working with TIFIN AG to use technology to better support client-advisor interactions.”
News of Tifin AG’s spinoff from Tifin, the wealth tech innovation platform, broke in late January.
At the time, Tifin also announced the appointment of several key executives to Tifin AG’s board of directors, including Tifin founder and CEO Dr. Vinay Nair; Rajini Kodialam, co-founder emeritus of Focus Financial and co-CEO of E-3 Tech; and Brian Carlin, the former chief executive at J.P. Morgan Private Capital and CEO of J.P. Morgan Wealth Management Solutions.
Chasing productivity is one thing, but when you're cutting corners, missing details, and making mistakes, it's time to take a step back.
It is not clear how many employees will be affected, but none of the private partnership’s 20,000 financial advisors will see their jobs at risk.
The historic summer sitting saw a roughly two-thirds pass rate, with most CFP hopefuls falling in the under-40 age group.
"The greed and deception of this Ponzi scheme has resulted in the same way they have throughout history," said Daniel Brubaker, U.S. Postal Inspection Service inspector in charge.
Elsewhere, an advisor formerly with a Commonwealth affiliate firm is launching her own independent practice with an Osaic OSJ.
Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services among mass affluent clients through tax-first planning, technology, and collaboration—positioning firms for long-term success
Chris Vizzi, Co-Founder & Partner of South Coast Investment Advisors, LLC, shares how 2025 estate tax changes—$13.99M per person—offer more than tax savings. Learn how to pass on purpose, values, and vision to unite generations and give wealth lasting meaning
