{"id":239845,"date":"2026-07-03T01:30:00","date_gmt":"2026-07-03T05:30:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/07\/03\/rbc-piloting-new-ai-tools-to-help-advisors-save-time-build-business\/"},"modified":"2026-07-03T01:55:14","modified_gmt":"2026-07-03T05:55:14","slug":"rbc-piloting-new-ai-tools-to-help-advisors-save-time-build-business","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/07\/03\/rbc-piloting-new-ai-tools-to-help-advisors-save-time-build-business\/","title":{"rendered":"RBC piloting new AI tools to help advisors save time, build business"},"content":{"rendered":"<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/globe-advisor\/advisor-news\/article-rbc-piloting-new-ai-tools-to-help-advisors-save-time-build-business\/\">RBC piloting new AI tools to help advisors save time, build business<\/a><\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/globe-advisor\/advisor-news\/article-rbc-piloting-new-ai-tools-to-help-advisors-save-time-build-business\/\">https:\/\/www.theglobeandmail.com\/investing\/globe-advisor\/advisor-news\/article-rbc-piloting-new-ai-tools-to-help-advisors-save-time-build-business\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-07-03 01:30:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.theglobeandmail.com\">www.theglobeandmail.com<\/a><\/p>\n<ul>\n<li>Wealth management firms, like Royal Bank of Canada, are increasingly adopting AI tools to enhance advisor efficiency and client engagement.<\/li>\n<li>RBC Wealth Management\u2019s internal AI tool, RBC Assist, has already seen strong adoption with around 7,500 weekly users, aimed at improving consistent outcomes from client queries.<\/li>\n<li>The bank targets to generate between $700-million to $1-billion in enterprise value from AI by 2027, focusing on liberating advisors&#8217; time to grow their client base.<\/li>\n<li>RBC is piloting three custom AI tools: a meeting prep tool, a portfolio recommendation tool, and a client prospecting tool designed to streamline advisors&#8217; work processes.<\/li>\n<li>The meeting prep tool saves advisors significant time in client planning and preparation, reportedly saving 30 to 45 minutes per meeting.<\/li>\n<li>RBC aims to leverage AI-generated time efficiency to foster more client conversations, identify more client needs, and expand business development efforts, thus bolstering advisors\u2019 books without reducing headcount.<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>RBC piloting new AI tools to help advisors save time, build business https:\/\/www.theglobeandmail.com\/investing\/globe-advisor\/advisor-news\/article-rbc-piloting-new-ai-tools-to-help-advisors-save-time-build-business\/ Publish Date:&#8230;<\/p>\n","protected":false},"author":1,"featured_media":239846,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/www.theglobeandmail.com\/resizer\/v2\/HVHN7Z2YWBGP7HPUFOZT3Q26WM.jpg?auth=45d40d2e8f568bf70f0849a4658265ba957b3219bb058fbeebc49ee65bfcca40&width=1200&height=800&quality=80&smart=true","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-239845","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/239845"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=239845"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/239845\/revisions"}],"predecessor-version":[{"id":239847,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/239845\/revisions\/239847"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/239846"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=239845"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=239845"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=239845"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}