Retirement Planners of America (RPOA) Selects TAZI AI to Enhance Advisory Efficiency with AI

San Francisco – March 19, 2025

TAZI AI Systems, Inc. (“TAZI”), a leader in predictive and explainable AI for financial services, is proud to announce a strategic partnership with Retirement Planners of America (RPOA), a premier wealth management firm. This collaboration underscores RPOA’s commitment to leveraging AI-driven solutions to strengthen client retention and optimize advisory operations.

Empowering Wealth Management with AI-Driven Insights

As part of its AI-driven strategy, RPOA sought a solution that enhances its ability to identify client needs proactively while ensuring advisors have actionable insights at their fingertips. TAZI’s AI platform will support RPOA’s financial advisors by surfacing hidden risks and opportunities, enabling them to strengthen client relationships and improve retention.

Key benefits of this partnership include:

Proactive Client Engagement: AI-driven insights help advisors anticipate potential client concerns, enabling earlier, more effective intervention.
Enhanced Decision-Making: By identifying patterns and trends that may otherwise go unnoticed, TAZI provides data-backed recommendations that support client-focused decision-making.
Scalability for Future Growth: RPOA has been introducing AI in its operations and with TAZI’s partnership, RPOA is future proofing operations to maximize operational efficiency and provide unparalleled client service.

A Shared Vision for AI-Enabled Financial Services

“After researching several AI-enabled solutions, we decided to choose TAZI to help us actively leverage data insights in our client CRM to better serve our clients. We look forward to this new relationship,” said Matt Klotsche, Director – Advisory Services at RPOA.

Zehra Cataltepe, CEO & Co-Founder of TAZI.AI, added: “We are excited to partner with RPOA on their AI journey. Their commitment to innovation aligns with our mission to democratize AI, making it accessible, actionable, and transparent for business teams. By equipping financial advisors with predictive and explainable AI, we help institutions like RPOA enhance decision-making, optimize client engagement, and drive measurable outcomes.”

About TAZI AI Systems, Inc.

Headquartered in San Francisco TAZI is a global Predictive AI Platform with Solutions used by business teams in financial institutions to grow more profitably and better manage fraud. TAZI’s patented Adaptive and Responsible AI technology has been included in 30+ Gartner reports, including Magic Quadrant CAIDS (2022) honorable mention and the Cool Vendor in Core AI Technologies (May 2019).

Founded in 2017, TAZI has a single mission: to help financial institutions combine their experts’ knowledge with AI and Generative AI to supercharge business teams across organizations, shaping their future while realizing direct benefits like cost reduction, increased efficiency, enhanced (dynamic) business insights, and business automation. For more information, visit www.tazi.ai.

About Retirement Planners of America (RPOA)

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm that serves thousands of pre-retirees and retirees across the United States. With a focus on financial planning, investment management, and advisory services, RPOA helps clients navigate their financial futures with confidence. The firm operates multiple offices across Texas, Arizona, California, and Oklahoma, delivering financial guidance tailored to clients’ needs.

For media inquiries, please contact:

TAZI AI Systems, Inc. Media Relations:
communications@tazi.ai

RPOA, Media Relations:
Drake Kennett, marketing@rpoa.com

Disclosure
RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”), is an SEC registered investment adviser with a primary business location in Plano, Texas. RPOA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill, training, or ability