How RBC Wealth Management Digitally Transformed Client Onboarding with Low-Code Automation

By: GoBeyond Team
July 3, 2025
3 min read
RBC Wealth Management digital onboarding workflow dashboard

Quick Overview

RBC Wealth Management replaced cumbersome, paper-based onboarding with a digital, customer-first experience using low-code automation and custom workflows built on Salesforce. Automated case management reduced onboarding time from weeks to an average of 24 minutes, providing employees a 360-degree client view and improving first impressions.

RBC Wealth Management
RBC Wealth Management
Company Size
Not publicly disclosed
Revenue Range
Not publicly disclosed
Primary Challenge
Reducing onboarding time and improving client experience in wealth management
Key Metrics
\- Onboarding time reduced from weeks to 24 minutes\- Improved client experience and first impressions\- Increased operational efficiency

The Problem

Manual, paper-based onboarding was slow, error-prone, and lacked client-centricity

The Solution

Developed low-code automated workflows and case management integrated with Salesforce CRM for seamless onboarding

Results

\- Drastically faster onboarding\- Enhanced client satisfaction\- More efficient employee workflows and data access

Details

Industry
Finance & Banking
Departments
Account Management & Client Success
Operations & Workflow Automation
Use Cases
Client Onboarding
Tags
Time-Saving
Improved Accuracy
Client Satisfaction
Enterprise-Ready
SaaS
AI Tools Used
Salesforce Einstein
Sources
https://www.salesforce.com/uk/resources/customer-stories/scalable-wealth-management-solution-rbc/

More Case Studies

See All
How International Rescue Committee Implements AI Chatbot to Streamline Refugee Claim Processing
Nonprofit & NGO
How American Eagle Reduced Live Chat Volume by 20% and Improved Customer Satisfaction with AI Chatbot
Retail & E-commerce
How Salesloft Uses AI for Deal Risk Analysis and Forecasting to Improve Close Rates
Professional Services & Consulting
How SciPlay Optimized Retargeting Campaigns Using Pecan’s AI-Powered Predictive Analytics
Media & Entertainment
How Skanska’s Project HALO Uses AI-Powered Robotics to Automate Labor-Intensive Construction Tasks
Construction
How Infosys Implemented an IAM Solution to Improve Governance, Compliance, and Business Agility for a Multinational Consumer Goods Company
Retail & E-commerce

🤖 Chat with AI

Type...