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
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/
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