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/
More Case Studies
See All
How Ava Labs Used AI to Generate Over 3,300 Image Components for Twitter Spaces Backgrounds
Technology & SaaS
How H&M Uses AI Agents to Optimize Customer Engagement and Drive Sales Performance
Retail & E-commerce
How Banks Use AI to Recommend Relevant Financial Products and Increase Customer Engagement
Finance & Banking
How Wrike Achieved 496% Pipeline Growth and 15× ROI with Drift’s AI Chatbot
Technology & SaaS
How Coca-Cola Uses AI to Drive Hyper-Personalized Marketing and Content Creation
Marketing & Advertising
How Bizzabo Uses AI to Personalize Hybrid Event Experiences and Optimize Resources
Hospitality & Tourism