Rockefeller Capital Management Collaborates with Anthropic to Build AI-Enabled Wealth Management Platform
AI SummaryAI-generated — verify against the source.Rockefeller Capital Management has partnered with Anthropic to develop a proprietary AI-enabled wealth management platform. This move signals a growing trend among major wealth management firms to build custom, secure AI solutions rather than relying solely on off-the-shelf tools, potentially setting a new standard for advisor productivity and client service capabilities.
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