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Greg Beltzer has been beta testing key generative AI technologies for the past six months and is eager to capitalize on them when released this spring. As head of technology for the US division of RBC Wealth Management, Beltzer says one feature in particular, Prompt Builder, will enable more than 2,100 advisors in RBC US’s private client group to “request and retrieve the most compelling data on topics of interest to clients.” “We’ve been on the beta the entire time and we’ve been able to see how it has developed and what it can do,” says Beltzer, who is based in Minneapolis. “It’s the first e…

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