Video: Scaling AI-Driven Wealth Management for the Next Generation

RBC Capital Markets recently interviewed d1g1t CEO and Co-Founder Dr. Dan Rosen to explore how AI and data are reshaping the future of wealth management.

Meeting Rising Expectations with Data-Driven Advice

The upcoming transfer of trillions in assets to younger generations is set to transform client expectations. They want clarity, control, and convenience, all delivered through a seamless digital experience. Dr. Rosen explains how d1g1t helps advisors rise to this challenge by combining:

• Institutional-grade analytics to support every stage of wealth management, from portfolio strategy to performance reporting.
• Integrated workflows that streamline reporting, billing, compliance, and client engagement.
• Secure, clean data that powers AI to improve advisor efficiency without compromising privacy.

AI as a Partner, Not a Replacement

Rosen makes it clear: AI’s role in wealth management is to augment advisors, not replace them. By automating routine tasks and surfacing insights faster, AI frees advisors to focus on what clients value most: nuanced guidance and meaningful relationships.

Why This Matters for the Industry

The d1g1t approach isn’t about layering technology on top of outdated systems. It’s about replacing complexity with a unified wealth management platform that can adapt to evolving client needs, regulatory demands, and market conditions — a key differentiator in a competitive landscape.

To explore the full conversation and gain deeper insights into how d1g1t is enhancing the wealth management landscape, watch the video interview and read the article on RBC Capital Markets: d1g1t’s vision for scaling AI-driven wealth management advice