Case Study

A Richer Client Experience:

A Richer Client Experience:

Pages 4 Pages

A Richer Client Experience: RBC Wealth Management Invests in Modernization and Digital Transformation “ We wanted to get a broader view of our clients to enable a next-generation digital experience, and Informatica MDM allowed us to do that.” Nate Parlin Director of Entity Master & Account Opening and Servicing, RBC Wealth Management Goals Solution Results Enhance the digital experience for clients and financial advisors by obtaining a single view of customers across separate business product platforms Informatica Master Data Management (MDM) with embedded Informatica Data Quality improves the integrity and accessibility of client data Provides a better financial management experience for clients and financial advisors; reduces client onboarding process from days to minutes M

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