Case Study

RBC Wealth Managementonboards customers in 24 minutes

RBC Wealth Managementonboards customers in 24 minutes

Pages 6 Pages

RBC Wealth Management onboards customers in 24 minutes C U S T O ME R S T O RYChallenge Delivering a world-class customer experience Founded in 1909, RBC Wealth Management, which operates as a division of RBC Capital Markets has $379 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states across the US. Because best-in-class customer experiences are now the new battleground for financial services firms, in order to remain competitive RBC had to further embrace digital and provide customers and advisors with a seamless wealth management experience. However, achieving these goals proved difficult. RBC not only needed to unlock critical customer and financial data in siloed legacy systems, but also integrate that data w

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