{"id":19716,"date":"2024-10-11T17:49:13","date_gmt":"2024-10-11T21:49:13","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?post_type=rbcwm_newsroom&p=19716"},"modified":"2024-10-11T17:49:14","modified_gmt":"2024-10-11T21:49:14","slug":"rbc-wealth-management-receives-financial-plannings-innovator-of-the-year-award-for-technology-advancements","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2024-10-11\/rbc-wealth-management-receives-financial-plannings-innovator-of-the-year-award-for-technology-advancements","title":{"rendered":"RBC Wealth Management receives Financial Planning\u2019s Innovator of the Year Award for technology advancements"},"content":{"rendered":"\n

MINNEAPOLIS (October 11, 2024) <\/strong>\u2014 RBC Wealth Management has been named one of two Innovators of the Year at Financial Planning\u2019s first-ever Innovation Awards ceremony, honoring wealth management and tech firms transforming the industry with technology enhancements.<\/p>\n\n\n\n

RBC Wealth Management was among eight companies that received Innovation Awards, making it a finalist for the top recognition. The firm\u2019s two awards were for client engagement for its AI-Powered Insights program and marketing for its Campaign Central marketing platform for financial advisors.<\/p>\n\n\n\n

Financial Planning\u2019s inaugural Innovation Awards recognize and celebrate outstanding achievements in developing technology \u2014 most notably AI \u2014 and implementing solutions that improve the growth and scalability of wealth firms and enhance client engagement and experiences.<\/p>\n\n\n\n

AI-Powered Insights uses artificial intelligence to observe client behaviors and patterns to identify clients who might have money in motion following a significant financial event, such as inheriting money or selling a house or business. The tool helps financial advisors know which clients to call first by providing a list of clients who are most likely to need help in that moment.<\/p>\n\n\n\n

Campaign Central is a self-service digital marketing platform that empowers RBC Wealth Management financial advisors to deliver dynamic marketing content and engage confidently with both existing clients and potential prospects and leads.<\/p>\n\n\n\n

\u201cThese two key digital tools help our advisors deepen client relationships and grow their practices,\u201d said Greg Beltzer, Head of Technology for RBC Wealth Management \u2013 U.S. \u201cIt\u2019s exciting to see how the technology investments RBC Wealth Management has made are opening up new opportunities for financial advisors and clients.\u201d<\/p>\n\n\n\n

About RBC Wealth Management \u2013 U.S.
<\/strong>Founded in 1909, RBC Wealth Management delivers trusted advice and world-class wealth solutions to individuals, families and institutions. A subsidiary of Royal Bank of Canada (RBC), it is one of the largest full-service wealth management firms in the U.S., supporting the complex needs of high-net-worth and institutional clients by providing access to private banking, credit, investment management, asset management and other services. In the United States, RBC Wealth Management has $619 billion in total client assets with more than 2,100 financial advisors operating from 191 locations in 42 states. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE\/FINRA\/SIPC. Learn more at rbcwm.com<\/a>.<\/p>\n\n\n\n

About Financial Planning<\/strong> Financial Planning empowers financial advisors and wealth managers with essential analysis and insights into the ideas that are shaping their businesses. Through authoritative journalism, events, research and benchmarking, it helps firms drive their businesses and the industry forward, navigating the critical opportunities in practice management, wealthtech, investment strategies, tax and regulatory requirements.<\/p>\n\n\n\n

Media contact<\/strong>
Megan Boldt, RBC Wealth Management, 612-371-6123,\u00a0megan.boldt@rbc.com\u00a0<\/a><\/p>\n\n\n\n

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

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