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.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
