Raymond James strengthens data and analytics capabilities to advance AI-powered advisor insights
ST. PETERSBURG, Fla. — As part of the firm's commitment to strategic AI enablement, Raymond James announced an expanded collaboration with Amazon Web Services (AWS) that builds on more than a decade of investment in the firm's enterprise data and analytics capabilities. AWS performance optimization will help accelerate the next generation of AI-powered insights and experiences for financial advisors and their clients, according to Chief Information Officer Andy Zolper.
The initiative enhances how information is connected, analyzed and delivered across the firm, helping power advisor-facing applications, business intelligence and emerging AI capabilities. Beyond making information readily available, Raymond James is focused on anticipating advisor needs by delivering meaningful insights at the right moment.
"Our approach to innovation has always been grounded in helping advisors better serve their clients," said Zolper. "Years of investment in our data and analytics capabilities have created a strong foundation for AI. Working with AWS allows us to accelerate that vision, delivering more timely, relevant insights that help advisors deepen client relationships and make informed decisions with greater confidence."
"Wealth management firms hold vast volumes of data. But turning that into a true competitive advantage requires architecture built for speed, governance and AI readiness," said John Kain, director, AWS Financial Services. "Raymond James is demonstrating how a wealth management firm can turn its data environment into a single platform that enables trusted data access and enterprise-ready AI."
Building on the firm’s robust data and analytics platform, the collaboration supports Raymond James' broader technology strategy and strengthens its foundation for AI and emerging technologies. The effort reinforces the firm's continued commitment to delivering scalable platforms that empower advisors and unlock new opportunities to provide clients with more personalized, proactive and impactful experiences.
This marks the latest milestone in Raymond James’ technology and AI strategy. With a $1.1 billion annual investment in technology, the firm continues to pair innovative technology leadership with next-generation capabilities that help advisors serve clients more deeply and support service excellence across the organization.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Total client assets are $1.93 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.