MINNEAPOLIS, October 21, 2026 — Datos Insights, the leading research and advisory partner to the banking, insurance and securities industries, has recognized RBC Wealth Management–U.S. with a 2026 Wealth Management Impact Award. The firm’s Meeting Follow-Up solution was selected as the winner in the Best AI-Powered Advisor Assistants/Copilots category.
Meeting Follow-Up is an AI-powered tool embedded in Salesforce that converts advisors’ meeting notes into structured outputs for review and inclusion in client records. It puts together meeting summaries, follow-up tasks, opportunity suggestions and client-discovery insights.
“With Meeting Follow-Up, we put AI directly into the tools our advisors already use so they can spend more time with clients and less time on paperwork,” said Jeanne Andreana, head of Digital for RBC Wealth Management–U.S. “It’s exciting to see how this investment is opening up new opportunities for advisors to run their practices more efficiently and show up prepared for every client conversation.”
Datos Insights’ annual awards program, Wealth Management Impact Awards, recognizes innovations achieved by financial institutions leveraging technology to surpass the status quo.
RBC Wealth Management is a leading financial services company in the United States, delivering trusted advice and world-class wealth solutions to individuals, families and businesses. With 195 offices across 43 states, RBC Wealth Management supports the complex needs of high-net-worth clients through customized wealth planning, investment management, retirement planning and more. As part of RBC, a diversified global financial institution and one of the world’s largest banks based on market capitalization, RBC Wealth Management offers the scale, resources and expertise to help clients achieve their financial goals. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com/en-us .
Datos Insights is the leading research and advisory partner to the banking, insurance, and securities industries—both the financial services firms and the technology providers who serve them. In an era of rapid change, we empower firms across the financial services ecosystem to make high-stakes decisions with confidence and speed. Our distinctive combination of proprietary data, analytics, and deep practitioner expertise provides actionable insights that enable clients to accelerate critical initiatives, inspire decisive action, and de-risk strategic investments to achieve faster, bolder transformation. Visit datos-insights.com to learn more.
Kris Herberg, RBC Wealth Management, kris.herberg@rbc.com, 612-371-2987
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.