The RBI Group is a wealth innovation consultancy helping RIAs and asset managers implement AI the right way.

We work with CMOs at asset management firms, RIA principals, and fintech leaders who need to modernize advisor engagement, client experience, and growth strategy without losing the human touch that builds trust.

Founded by Dr. Renée Baker, an over 25 -year financial services veteran and former Chief Marketing Officer at Raymond James Investment Management, The RBI Group sits at the intersection of wealth expertise, marketing intelligence, and AI strategy.

What we deliver:
• AI implementation strategy and workflow design for wealth management firms
• Advisor engagement and adoption programs that actually get traction
• Brand and messaging architecture for firms navigating the AI transformation
• Go-to-market advisory for fintech and wealthtech companies selling to advisors

Most AI consultants don’t understand wealth management. Most marketing firms don’t understand AI strategy. We’re the bridge.

The RBI Group

Mark DiPippa

This department guides the strategic direction and overall management of the organization.

The RBI Group

Org chart

Teams

Executive Leadership

Offices

The RBI Group

Org chart

Teams

Executive Leadership

Offices

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