How Raymond James Canada uses AI to free advisor time
Wealth Professional ·
AI-generated summaryA model wrote this from the publisher’s headline and short excerpt. It can leave out context or contain errors, so read the original report before relying on it. How summaries are made
Summary
Raymond James Canada’s AI strategy is focused on giving financial advisors more time with clients, according to technology chief Jeff Newton. He said the firm aims to use AI to reduce back-office friction, leaving advisors more room for work that depends on judgment, empathy and trusted relationships.