Raymond James Unveils Client 360 Platform and AI Advisor Academy, $1.1B Tech Plan
RJF•Raymond James launched Client 360 to consolidate CRM notes, recent transactions and opportunity alerts into its Client Center and introduced an AI Advisor Academy at its Las Vegas conference. The firm earmarked $1.1 billion for technology and debuted AI note assistants, Zoom meeting summaries and generative search.
1. Client 360 Platform Rollout
Client 360 moves out of beta to integrate CRM notes, recent transactions and opportunity alerts into the existing Client Center, giving advisors a unified dashboard for client insights without switching between tabs.
2. AI Advisor Academy Introduction
At its annual conference, Raymond James introduced the AI Advisor Academy to train advisors on artificial intelligence tools and workflows, emphasizing skill enhancement rather than automation-driven replacement.
3. $1.1B Technology Investment and New AI Tools
The firm confirmed a $1.1 billion technology budget for the coming year and showcased AI-powered note assistants for its CRM, Zoom meeting summarization features and generative AI search capabilities to boost advisor efficiency.
4. AI Infrastructure Partnerships
Raymond James built its new platforms on Amazon Web Services and uses Anthropic’s Claude for language modeling, while maintaining an open approach to integrating additional AI providers in the future.
