{"id":4649,"date":"2025-08-29T09:53:53","date_gmt":"2025-08-29T13:53:53","guid":{"rendered":"https:\/\/www.rbcclearingandcustody.com\/en-us\/?p=4649"},"modified":"2025-08-29T09:53:55","modified_gmt":"2025-08-29T13:53:55","slug":"ai-marketplace-for-advisors","status":"publish","type":"post","link":"https:\/\/www.rbcclearingandcustody.com\/en-us\/article\/ai-marketplace-for-advisors\/","title":{"rendered":"AI marketplace for advisors"},"content":{"rendered":"\n

By Tara Wells, Director, Product Management & AI Enablement, RBC Clearing & Custody<\/strong><\/p>\n\n\n\n

Artificial intelligence (AI) is becoming an essential technology for financial advisors. As a strategic enabler, AI can enhance efficiency and drive smarter decision-making, allowing advisors more time to deepen client relationships. However, it\u2019s important to leverage this emerging technology responsibly and thoughtfully, balancing innovation with our industry\u2019s governance requirements.<\/p>\n\n\n\n

The reality is that around 70 percent of wealth management firms struggle with consistent growth, based on research conducted by Tifin AG. That\u2019s why focusing on using AI not to replace human interaction, but to enhance advisor performance\u00a0through targeted insights and timely engagement, is so critical.<\/p>\n\n\n\n

Turning data into actionable engagement<\/strong><\/h2>\n\n\n\n

Aimed at delivering actionable intelligence to help wealth managers grow, AI-powered technology can help advisors identify \u201cmoney in motion\u201d\u2014opportunities where clients may be consolidating assets.<\/p>\n\n\n\n

The power of AI lies in its ability to assess multiple behavioral signals. It\u2019s not just one data point, but the interplay of several factors that signal when a client may be ready for outreach. When AI is integrated into systems, it can learn from advisor success, getting smarter with each interaction.<\/p>\n\n\n\n

These insights empower advisors to act in real time\u2014reaching out when the data indicates a moment of opportunity, rather than waiting for a client\u2019s annual review. Early results at RBC Wealth Management showed one in every four\u00a0flagged opportunities has resulted in additional assets. That\u2019s real growth.<\/p>\n\n\n\n

AI-powered tools to consider<\/strong><\/h2>\n\n\n\n

Advisors spend valuable time on administrative follow-up\u2014time that could be spent with clients. An AI meeting assistant can support productivity throughout the lifecycle of a client meeting. From client meeting prep with suggested conversation starters to capturing the discussion content of virtual, in-person and phone-based conversations, and generating action items, notes and summaries.<\/p>\n\n\n\n

These tools can help standardize notetaking, reduce risk and streamline workflows across advisor teams. They also help ensure consistency for compliance and supervision purposes. Look for tools with SOC 2 Type 2 certification, which indicates robust security controls are in place to help protect sensitive customer data. Integrations are key to getting the most value and efficiency, including your calendar, CRM and planning systems.<\/p>\n\n\n\n

Another tool for consideration are AI-powered wealth planning platforms. They analyze uploaded documents\u2014tax returns, estate plans, insurance policies, etc.\u2014and surface personalized planning recommendations using AI trained on industry expertise. Some platforms also include prospecting or proposal tools for added value. These tools can help advisors deliver comprehensive, high-value advice at scale, especially as client needs evolve.<\/p>\n\n\n\n

A responsible path forward<\/strong><\/h2>\n\n\n\n

Looking ahead, wealth management firms and advisors should focus on strategic, secure and scalable AI tools\u00a0that integrate with existing workflows and uphold the high standards of our industry, concentrating on effectiveness versus flashiness.\u00a0AI is most powerful when it strengthens human expertise. This should be a guiding principle as advisors navigate complexity, deliver value and grow with confidence in an AI-enhanced world.<\/p>\n\n\n\n

This article originally appeared as part of WealthManagement.com\u2019s <\/em>2025 Midyear Outlook<\/a>. <\/em><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Insight into the emerging role of artificial intelligence in the wealth management industry.<\/p>\n","protected":false},"author":22,"featured_media":4697,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"rbcwm_post_date":"","editor_notices":[],"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[22,11],"tags":[36,39,40,38,37],"rbcwm_content_owner":[],"rbcwm_need":[],"rbcwm_segment":[],"rbcwm_solution":[],"rbcwm_topic":[],"class_list":["post-4649","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-relations","category-your-business","tag-ai","tag-ai-tools","tag-ai-wealth-planning","tag-client-relations","tag-financial-advisors"],"acf":{"rbcwm_subtitle":"Insight into the emerging role of artificial intelligence in the wealth management industry.","rbcwm_post_author":"","rbcwm_custom_breadcrumb_text":"","rbcwm_custom_breadcrumb_link_url":"","rbcwm_disclaimers":{"add_disclosures":"","perspective_disclaimer":"","expandable":"","omit_from_pages":"","disclaimer_footnote":""},"rbcwm_insight_cta_id":"","rbcwm_pagination":{"next_link":"","next_link_text":"Next article","previous_link":"","previous_link_text":"Previous article"},"rbcwm_video_duration":"","article_time":"","rbcwm_enable_toc":false,"rbcwm_toc_selector":"h2"},"yoast_head":"\nAI marketplace for advisors - 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