RBC Wealth Management wows new clients with onboarding in 24 minutes.

<!DOCTYPE html> <html lang="en"> <head> <meta http-equiv="content-type" content="text/html; charset=UTF-8"/> <meta http-equiv="X-UA-Compatible" content="IE=11; IE=10; IE=9; IE=8; IE=7; IE=EDGE"/> <script type="text/javascript" src="https://static.cloud.coveo.com/coveo.analytics.js/2/coveoua.js"></script> <script> coveoua("init", "xx24e65ef6-c6f0-4a55-b6b9-e7fd84967788"); coveoua("send", "view", { contentIdKey: "@clickableuri", contentIdValue: window.location.href }); </script> <link rel="icon" type="image/x-icon" href="https://www.salesforce.com/etc/designs/sfdc-www/en_us/favicon.ico"/> <link rel="shortcut icon" type="image/x-icon" href="https://www.salesforce.com/etc/designs/sfdc-www/en_us/favicon.ico"/> <link rel="preconnect" href="//www.salesforce.com"/> <link rel="preconnect" href="https://a.sfdcstatic.com"/> <link rel="preconnect" href="https://api.company-target.com"/> <link rel="preconnect" href="https://fonts.googleapis.com"/> <link rel="preconnect" href="https://service.force.com"/> <link rel="preconnect" href="https://geolocation.onetrust.com"/> <link rel="preconnect" href="https://cdn.krxd.net"/> <link rel="preconnect" href="https://www.googletagmanager.com"/> <link rel="preconnect" href="https://org62.my.salesforce.com"/> <link rel="preconnect" href="https://www.google-analytics.com"/> <link rel="preconnect" href="https://dpm.demdex.net"/> <link rel="preconnect" href="https://cdn.evgnet.com"/> <link rel="preconnect" href="https://salesforce.us-1.evergage.com"/> <script type="text/javascript" id="akamaiRootBlock"> window['akamaiRoot'] = '//www.salesforce.com'; </script> <title>RBC Wealth Management wows new clients with onboarding in 24 minutes. - Salesforce.com</title> <link rel="preload" as="font" href="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/fonts/SalesforceSans-Regular.woff2" type="font/woff2" crossorigin="anonymous"/> <link rel="preload" as="font" href="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/fonts/SalesforceSans-Bold.woff2" type="font/woff2" crossorigin="anonymous"/> <link rel="preload" as="font" href="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/fonts/SalesforceSans-Light.woff2" type="font/woff2" crossorigin="anonymous"/> <link rel="preload" as="font" href="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/fonts/salesforce-icons.woff2" type="font/woff2" crossorigin="anonymous"/> <meta http-equiv="Content-Language" content="en_us"/> <meta content="width=device-width, initial-scale=1.0" name="viewport"/> <meta name="keywords" content="Experience Cloud,Onboarding,Customer Lifecycle,Application Development,CRM Analytics,Salesforce Platform,Consideration,MuleSoft Anypoint Platform,Minnesota,Slack,Customer Experience,Salesforce Culture,Resource,Customer Story,Innovation,Change Management,Automation,Heroku,Low-Code Development,Business Growth,Financial Services Cloud,Digital Transformation,Sales Cloud,CTO,CIO,Enterprise,Data,B2B,Financial Services,Employee Experience,AppExchange,Business Process Automation,Customer 360,Marketing Cloud,CEO,Customer Service,Leading Through Change,Productivity,Customer Journey,Artificial Intelligence,Artificial Intelligence,Wealth and Asset Management,IT,Business as a Platform for Change,B2C,Integration,Platform"/> <meta name="description" content="RBC Wealth Management consolidated 26 systems into one to exceed client and advisor expectations."/> <meta property="og:title" content="RBC Wealth Management - U.S. personalizes client experiences at scale."/> <meta property="og:description" content="RBC Wealth Management consolidated 26 systems into one to exceed client and advisor expectations."/> <meta property="og:image" content="https://www.salesforce.com/content/dam/web/en_us/www/images/resource-center/article/scalable-wealth-management-solution-rbc-us/rbc-wealth-mgmt-resource-card.jpg"/> <meta property="og:site_name" content="Salesforce"/> <meta property="og:url" content="https://www.salesforce.com/resources/customer-stories/scalable-wealth-management-solution-rbc-us/"/> <meta property="og:type" content="website"/> <meta property="og:locale" content="en_us"/> <meta property="fb:admins"/> <meta property="fb:app_id" content="149533758430156"/> <link rel="canonical" href="https://www.salesforce.com/resources/customer-stories/scalable-wealth-management-solution-rbc-us/"/> <meta property="twitter:domain" content="www.salesforce.com"/> <meta property="twitter:card" content="summary"/> <meta property="twitter:url" content="https://www.salesforce.com/resources/customer-stories/scalable-wealth-management-solution-rbc-us/"/> <meta property="twitter:site" content="@salesforce"/> <link rel="preload" href="//www.salesforce.com/etc.bundles/sfdc-www/bundles/all.bundle.faeb3f361bacd3db31b1.css" as="style"/> <link rel="preload" href="//www.salesforce.com/etc.bundles/sfdc-www/bundles/vendors~scriptloader.bundle.914d89992c829da7cb32.js" as="script"/><link rel="preload" href="//www.salesforce.com/etc.bundles/sfdc-www/bundles/scriptloader.bundle.914d89992c829da7cb32.js" as="script"/><link rel="preload" href="//www.salesforce.com/etc.bundles/sfdc-www/bundles/vendors~utils~webpack-script-manifest-SfdcWwwBaseCnc-js~webpack-script-manifest-commonlyUsed-js~webp~72b17f21.bundle.914d89992c829da7cb32.js" as="script"/><link rel="preload" href="//www.salesforce.com/etc.bundles/sfdc-www/bundles/vendors~utils~webpack-script-manifest-SfdcWwwBaseCnc-js~webpack-script-manifest-commonlyUsed-js~webp~8dbeef75.bundle.914d89992c829da7cb32.js" as="script"/><link rel="preload" href="//www.salesforce.com/etc.bundles/sfdc-www/bundles/utils.bundle.914d89992c829da7cb32.js" as="script"/> <script type="application/ld+json"> {"@context":"https://schema.org","@type":"WebSite","name":"Salesforce","url":"https://www.salesforce.com","keywords":[{"@type":"DefinedTerm","name":"Experience Cloud","termCode":"87af7cc3-4c43-4c9f-a4d7-5cef669311dc","additionalType":"Products"},{"@type":"DefinedTerm","name":"CRM Analytics","termCode":"a1b3d2e4-70ca-4f54-b69a-0bcbfd69cdf2","additionalType":"Products"},{"@type":"DefinedTerm","name":"Salesforce Platform","termCode":"a4973f7d-37fb-4570-b8a7-a2c55cf49b46","additionalType":"Products"},{"@type":"DefinedTerm","name":"MuleSoft Anypoint Platform","termCode":"e7c5e6a5-ab4c-4d1f-a3cb-77c87abc6a54","additionalType":"Products"},{"@type":"DefinedTerm","name":"Slack","termCode":"ebda7954-c2a6-48e4-b962-71bd89c05551","additionalType":"Products"},{"@type":"DefinedTerm","name":"Heroku","termCode":"3131ef7a-0ef3-4b6c-a96a-9fcffd581862","additionalType":"Products"},{"@type":"DefinedTerm","name":"Financial Services Cloud","termCode":"a869d73f-02f2-410c-ac2d-23c4aafa8777","additionalType":"Products"},{"@type":"DefinedTerm","name":"Sales Cloud","termCode":"753aac49-64c1-42ed-b92c-40aa56f8ff03","additionalType":"Products"},{"@type":"DefinedTerm","name":"AppExchange","termCode":"581debfb-762d-4576-8b79-64825acf2f14","additionalType":"Products"},{"@type":"DefinedTerm","name":"Marketing Cloud","termCode":"94de41a5-93d3-4dd1-be94-e331cfa94889","additionalType":"Products"},{"@type":"DefinedTerm","name":"Onboarding","termCode":"7fe0e3ef-5b1d-4c05-92d8-68b8ba960cc5","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Application Development","termCode":"009b1ffc-8544-415a-a71d-da7c1c2f660d","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Customer Experience","termCode":"6d5e4f73-3cf4-4294-a68b-533975b34f05","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Salesforce Culture","termCode":"181da54a-7c81-405b-aea2-d4c09439302d","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Innovation","termCode":"c937e914-f46a-4699-9a93-ce6af8afdee4","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Change Management","termCode":"610b89fa-8dba-4ab4-91ee-9f6fddf61e35","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Low-Code Development","termCode":"c70ae93c-9b53-454c-8d56-887f613404c7","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Business Growth","termCode":"efe67786-f9f6-4f7a-b8bd-1a6aa51c3849","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Digital Transformation","termCode":"d0c21c93-eee0-4358-ad19-225d302fa229","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Employee Experience","termCode":"cf5c9e62-a0da-491a-b665-6aa9f65cee83","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Business Process Automation","termCode":"7721de65-49b7-4c92-9cd6-3a9eff7b98fe","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Customer Service (Topics)","termCode":"af5dd589-502d-41d2-8dcc-8e39e2002c5d","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Leading Through Change","termCode":"10b749f9-5344-4e3d-b311-e4b379279827","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Productivity (Topics)","termCode":"eea87641-68ef-4da0-988f-233590f3c529","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Customer Journey","termCode":"79c9c059-f07f-4cbd-873f-c27730bf26e0","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Artificial Intelligence (Topics)","termCode":"ca230df1-4c48-43f3-80d5-d3cbe6168761","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Integration (Topics)","termCode":"41fb54dc-62a9-49ac-ab04-587138ba2677","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Platform","termCode":"f813d21d-05c9-4d35-92d3-5cbeed8debb2","additionalType":"Topics"},{"@type":"DefinedTerm","name":"Customer Lifecycle","termCode":"6366f729-7d6a-4ed1-aa56-d6d9d1e2f87a","additionalType":"Funnel Lifecycle Campaign"},{"@type":"DefinedTerm","name":"Consideration","termCode":"809823ea-4316-40e3-9589-29b59096a7fb","additionalType":"Funnel Lifecycle Campaign"},{"@type":"DefinedTerm","name":"Automation","termCode":"1ec7811b-1135-4898-a35c-078406199dd9","additionalType":"Funnel Lifecycle Campaign"},{"@type":"DefinedTerm","name":"Data","termCode":"6098cf1b-8291-4099-a7b9-07f575f4268b","additionalType":"Funnel Lifecycle Campaign"},{"@type":"DefinedTerm","name":"Customer 360","termCode":"d9bce237-9e05-47b4-b38e-7fe4bca8c5a6","additionalType":"Funnel Lifecycle Campaign"},{"@type":"DefinedTerm","name":"Artificial Intelligence (Theme)","termCode":"85c33d9b-9d88-4eb0-9841-f9bfe6723ba4","additionalType":"Funnel Lifecycle Campaign"},{"@type":"DefinedTerm","name":"Business as a Platform for Change","termCode":"b541516a-8960-4f09-ad95-fec83e739ba4","additionalType":"Funnel Lifecycle Campaign"},{"@type":"DefinedTerm","name":"Minnesota","termCode":"8acdfa73-674d-4104-b2f1-c098ddd033af","additionalType":"Location"},{"@type":"DefinedTerm","name":"Resource","termCode":"cb3bd8e2-f608-4fe4-83bc-f3d9757d2d88","additionalType":"Page Type"},{"@type":"DefinedTerm","name":"Customer Stories","termCode":"0681c4df-5f82-4360-a8e8-ccac729d0c02","additionalType":"Content Type"},{"@type":"DefinedTerm","name":"CTO","termCode":"6ea4722e-e4ea-4cb6-bcdb-a3698f9c66fd","additionalType":"Role"},{"@type":"DefinedTerm","name":"CIO","termCode":"bbdd2cae-8b41-401b-b855-99374115ecd8","additionalType":"Role"},{"@type":"DefinedTerm","name":"CEO","termCode":"ad3b128a-7ece-4d53-a626-316d84bbe337","additionalType":"Role"},{"@type":"DefinedTerm","name":"IT (Department)","termCode":"73a900b8-c0b5-4214-935a-46c449a3a7f7","additionalType":"Role"},{"@type":"DefinedTerm","name":"Enterprises","termCode":"1747c2e4-e577-434b-a6f8-ec656f10ae64","additionalType":"Business Size"},{"@type":"DefinedTerm","name":"B2B","termCode":"73d8511b-ce45-48fd-b3a7-76ced460517f","additionalType":"Salesforce User"},{"@type":"DefinedTerm","name":"B2C","termCode":"1b7fd803-19f0-4b32-8f3f-7e6b340bee22","additionalType":"Salesforce User"},{"@type":"DefinedTerm","name":"Financial Services","termCode":"6e4fc2d6-83a1-4279-a94a-3c75d758e3fc","additionalType":"Industry"},{"@type":"DefinedTerm","name":"Wealth and Asset Management","termCode":"4b351296-cd25-4a1f-bae1-92f870e82122","additionalType":"Industry"}]} </script> <script src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/sfdc_jquery.min.js"></script>  <link rel="preconnect" href="https://cdn.optimizely.com"/>  <link rel="preconnect" href="https://a10681260716.cdn.optimizely.com"/> <script src="https://a.sfdcstatic.com/digital/one-trust/core/stable/scripttemplates/otSDKStub.js" type="text/javascript" charset="UTF-8" data-domain-script="8e783e8c-0ad0-475d-8fca-4a03afa0a02a" crossorigin></script> <script>  function OptanonWrapper() { function getCookie(name) { var value = "; " + document.cookie; var parts = value.split("; " + name + "="); if (parts.length == 2) { return parts.pop().split(";").shift(); } } function removeElement(element) { if (!getCookie('OptanonAlertBoxClosed') && element) { element.style.display = "none"; } }  var footerLinkToggle = document.querySelector(".page-footer_link .optanon-toggle-display"); if (footerLinkToggle) { footerLinkToggle.addEventListener("click", Optanon.ToggleInfoDisplay, false); footerLinkToggle.addEventListener("keydown", function(e){ if (e.keyCode === 13) { Optanon.ToggleInfoDisplay() } }, false); } //Check if user's cookies are enabled, if not remove One Trust from page var cookies = ("cookie" in document && (document.cookie.length > 0 || (document.cookie = "test").indexOf.call(document.cookie, "test") > -1)); if (!cookies) { var box = document.querySelector('#onetrust-consent-sdk'); box.remove(); return; } try { //Check if current page is Privacy page, if so do not display One Trust modal if(digitalData) { if(digitalData.page.pagename.indexOf(":company:privacy") > -1){ var el = document.querySelector("#onetrust-consent-sdk"); removeElement(el); } }  if (SfdcWwwBase.gdpr) { SfdcWwwBase.gdpr.init(); } }catch(err){ console.error(err.message) } } </script> <script src="//www.salesforce.com/etc/clientlibs/granite/lodash/modern.min.js"></script> <script src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_analytics_top.min.js"></script>  <script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0], j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src= 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); })(window,document,'script','dataLayer', (function(){ var gtmContainerID = "GTM-WRXS6TH"; var searchString = window.location.search || ""; if (searchString.indexOf("gtmTest=") > -1) { if (searchString.indexOf("gtmTest=baseline") > -1) { gtmContainerID = "GTM-NRZ2K87"; } else if (searchString.indexOf("gtmTest=test") > -1) { gtmContainerID = "GTM-5P8WRDB"; } } return gtmContainerID; })());</script>     <link rel="stylesheet" href="//www.salesforce.com/etc.bundles/sfdc-www/bundles/all.bundle.faeb3f361bacd3db31b1.css" type="text/css"/> <link rel="stylesheet" type="text/css" href="//www.salesforce.com/etc.bundles/sfdc-www/bundles/webpack-style-manifest-blockquoteComponent-js.bundle.914d89992c829da7cb32.css"/> <link rel="stylesheet" type="text/css" href="//www.salesforce.com/etc.bundles/sfdc-www/bundles/webpack-style-manifest-formContainerV2-js.bundle.914d89992c829da7cb32.css"/> <script type="text/javascript"> var SfdcWwwBase = SfdcWwwBase || {}; SfdcWwwBase.linkedDataParameters = { organizationSchema : "[\n{ \x22@context\x22:\x22https:\/\/schema.org\x22,\n \x22@type\x22:\x22Organization\x22,\n \x22@id\x22:\x22https:\/\/www.salesforce.com\/#organization\x22,\n \x22url\x22:\x22https:\/\/www.salesforce.com\/\x22,\n \x22name\x22:\x22Salesforce\x22,\n \x22sameAs\x22: [\n \x22https:\/\/www.wikidata.org\/wiki\/Q941127\x22,\n \x22https:\/\/en.wikipedia.org\/wiki\/Salesforce\x22,\n \x22https:\/\/www.crunchbase.com\/organization\/salesforce\x22,\n \x22https:\/\/www.instagram.com\/salesforce\/\x22,\n \x22https:\/\/www.facebook.com\/salesforce\x22,\n \x22https:\/\/twitter.com\/salesforce\x22,\n \x22https:\/\/www.linkedin.com\/company\/salesforce\/\x22,\n \x22https:\/\/www.youtube.com\/Salesforce\/\x22],\n \x22subOrganization\x22: [\n {\n \x22@type\x22: \x22Organization\x22,\n \x22@id\x22: \x22https:\/\/www.salesforce.com\/eu\/#organization\x22,\n \x22name\x22: \x22Salesforce EMEA\x22 },\n {\n \x22@type\x22: \x22Organization\x22,\n \x22@id\x22: \x22https:\/\/www.salesforce.com\/uk\/#organization\x22,\n \x22name\x22: \x22Salesforce UK\x22 },\n { \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/mx\/#organization\x22, \n \x22name\x22: \x22Salesforce LATAM\x22 },\n { \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/br\/#organization\x22, \n \x22name\x22: \x22Salesforce Brazil\x22 },\n { \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/ca\/#organization\x22, \n \x22name\x22: \x22Salesforce Canada\x22 },\n { \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/fr\u002Dca\/#organization\x22, \n \x22name\x22: \x22Salesforce Canada (French)\x22 },\n { \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/es\/#organization\x22, \n \x22name\x22: \x22Salesforce España\x22},\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/de\/#organization\x22, \n \x22name\x22: \x22Salesforce Deutschland\x22},\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/fr\/#organization\x22, \n \x22name\x22: \x22Salesforce France\x22},\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/it\/#organization\x22, \n \x22name\x22: \x22Salesforce Italia\x22},\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/nl\/#organization\x22, \n \x22name\x22: \x22Salesforce Nederland\x22},\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/se\/#organization\x22, \n \x22name\x22: \x22Salesforce Sverige\x22},\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/au\/#organization\x22, \n \x22name\x22: \x22Salesforce Australia\x22 },\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/in\/#organization\x22, \n \x22name\x22: \x22Salesforce India\x22 },\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/jp\/#organization\x22, \n \x22name\x22: \x22Salesforce 日本\x22 },\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/cn\/#organization\x22, \n \x22name\x22: \x22Salesforce 中国 \x22 },\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/hk\/#organization\x22, \n \x22name\x22: \x22Salesforce 香港\x22 },\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/tw\/#organization\x22, \n \x22name\x22: \x22Salesforce 台灣\x22 },\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/kr\/#organization\x22, \n \x22name\x22: \x22Salesforce 한국\x22 },\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/my\/#organization\x22, \n \x22name\x22: \x22Salesforce Malaysia\x22 },\n{ \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/th\/#organization\x22, \n \x22name\x22: \x22Salesforce ประเทศไทย\x22 },\n { \n \x22@type\x22: \x22Organization\x22, \n \x22@id\x22: \x22https:\/\/www.salesforce.com\/ap\/#organization\x22, \n \x22name\x22: \x22Salesforce APAC\x22 }\n ],\n \x22logo\x22:\x22https:\/\/www.sfdcstatic.com\/common\/assets\/img\/logo\u002Dcompany\u002Dlarge.png\x22,\n \x22address\x22:{ \n \x22@type\x22:\x22PostalAddress\x22,\n \x22streetAddress\x22:\x22415 Mission Street, 3rd Floor\x22,\n \x22addressLocality\x22:\x22San Francisco\x22,\n \x22addressRegion\x22:\x22CA\x22,\n \x22postalCode\x22:\x2294105\x22,\n \x22addressCountry\x22:\x22USA\x22\n },\n \x22contactPoint\x22:[ \n { \n \x22@type\x22:\x22ContactPoint\x22,\n \x22telephone\x22:\x22+1\u002D800\u002D667\u002D6389\x22,\n \x22contactOption\x22:\x22TollFree\x22,\n \x22areaServed\x22: [\x22US\x22,\x22CA\x22],\n \x22contactType\x22:\x22customer service\x22,\n \x22availableLanguage\x22:{ \n \x22@type\x22:\x22Language\x22,\n \x22name\x22:\x22English\x22\n }\n },\n { \n \x22@type\x22:\x22ContactPoint\x22,\n \x22telephone\x22:\x22+1\u002D800\u002DNO\u002DSOFTWARE\x22,\n \x22contactOption\x22:\x22TollFree\x22,\n \x22areaServed\x22: [\x22US\x22,\x22CA\x22],\n \x22contactType\x22:[\x22sales\x22, \x22billing support\x22, \x22technical support\x22],\n \x22availableLanguage\x22:{ \n \x22@type\x22:\x22Language\x22,\n \x22name\x22:\x22English\x22\n }\n }\n ]\n },\n{\n \x22@context\x22:\x22https:\/\/schema.org\x22,\n \x22@type\x22:\x22WebSite\x22,\n \x22@id\x22:\x22https:\/\/www.salesforce.com\/#website\x22,\n \x22name\x22:\x22Salesforce\x22,\n \x22url\x22:\x22https:\/\/www.salesforce.com\/\x22,\n \x22sameAs\x22:[\n\x22https:\/\/www.salesforce.com\/ap\/#website\x22,\n\x22https:\/\/www.salesforce.com\/au\/#website\x22,\n\x22https:\/\/www.salesforce.com\/br\/#website\x22,\n\x22https:\/\/www.salesforce.com\/ca\/#website\x22,\n\x22https:\/\/www.salesforce.com\/cn\/#website\x22,\n\x22https:\/\/www.salesforce.com\/de\/#website\x22,\n\x22https:\/\/www.salesforce.com\/es\/#website\x22,\n\x22https:\/\/www.salesforce.com\/eu\/#website\x22,\n\x22https:\/\/www.salesforce.com\/fr\u002Dca\/#website\x22,\n\x22https:\/\/www.salesforce.com\/fr\/#website\x22,\n\x22https:\/\/www.salesforce.com\/hk\/#website\x22,\n\x22https:\/\/www.salesforce.com\/in\/#website\x22,\n\x22https:\/\/www.salesforce.com\/it\/#website\x22,\n\x22https:\/\/www.salesforce.com\/jp\/#website\x22,\n\x22https:\/\/www.salesforce.com\/kr\/#website\x22,\n\x22https:\/\/www.salesforce.com\/mx\/#website\x22,\n\x22https:\/\/www.salesforce.com\/my\/#website\x22,\n\x22https:\/\/www.salesforce.com\/nl\/#website\x22,\n\x22https:\/\/www.salesforce.com\/se\/#website\x22,\n\x22https:\/\/www.salesforce.com\/th\/#website\x22,\n\x22https:\/\/www.salesforce.com\/tw\/#website\x22,\n\x22https:\/\/www.salesforce.com\/uk\/#website\x22\n ],\n \x22publisher\x22:{\n \x22@id\x22:\x22https:\/\/www.salesforce.com\/#organization\x22\n },\n \x22potentialAction\x22:{\n \x22@type\x22:\x22SearchAction\x22,\n \x22target\x22:\x22https:\/\/www.salesforce.com\/search\/#q={term}\x26sort=relevancy\x22,\n \x22query\u002Dinput\x22:\x22required name=term\x22\n }\n}\n]", uninheritableSchema : "" }; </script> <meta class="hidden" data-load-libs="linkedData"/> <div> </div> <script type="text/javascript" src="//www.salesforce.com/etc.bundles/sfdc-www/bundles/videoComponent.bundle.a6daf46c24781fdce5b3.js"></script> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <script>window.videoUtils.scriptsLoaded["Vidyard"] = true;</script> <span class="optScriptUrl" data-src="https://optimizely-edge.salesforce.com/edge-client/v1/10681260716/17965891249"></span> <script> SfdcWwwBase = SfdcWwwBase || []; SfdcWwwBase.gdpr = SfdcWwwBase.gdpr || []; $.when(SfdcWwwBase.gdpr.hasAdvertising).done(function(){ if (SfdcWwwBase.gdpr.isAdvertisingActive()) { window.optimizelyEdge = window.optimizelyEdge || []; window.optimizelyEdge.push({ type : 'holdEvents' }); window.addEventListener('load', function() { window.optimizelyEdge.push({ type : 'sendEvents'}); }); var scriptSrc = document.querySelector('.optScriptUrl').dataset.src; var script = document.createElement('script'); script.setAttribute('src', scriptSrc); document.head.appendChild(script); } }); </script> <script src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_www_tags.min.js"></script> <script type="module"> import { getTbidUserInfo, getGacId, isGdprFunctional, isGdprAdvertising } from 'https://a.sfdcstatic.com/digital/@sfdc-www/clientlibs-web-components/v1-stable/identity.js'; window.getTbidUserInfo = await getTbidUserInfo; window.getGacId = await getGacId; window.isGdprFunctional = await isGdprFunctional; window.isGdprAdvertising = await isGdprAdvertising; </script> <script> var _aaq = window._aaq || (window._aaq = []); </script> <script type="text/javascript" src="//cdn.evgnet.com/beacon/salesforce/sf_shared_prod/scripts/evergage.min.js" async></script>  <script>(window.BOOMR_mq=window.BOOMR_mq||[]).push(["addVar",{"rua.upush":"false","rua.cpush":"false","rua.upre":"false","rua.cpre":"false","rua.uprl":"false","rua.cprl":"false","rua.cprf":"false","rua.trans":"","rua.cook":"false","rua.ims":"false","rua.ufprl":"false","rua.cfprl":"false","rua.isuxp":"false","rua.texp":"norulematch","rua.ceh":"false","rua.ueh":"false","rua.ieh.st":"0"}]);</script> <script>!function(e){var n="https://s.go-mpulse.net/boomerang/";if("False"=="True")e.BOOMR_config=e.BOOMR_config||{},e.BOOMR_config.PageParams=e.BOOMR_config.PageParams||{},e.BOOMR_config.PageParams.pci=!0,n="https://s2.go-mpulse.net/boomerang/";if(window.BOOMR_API_key="NCPYV-VGJPP-N4J93-8HN3B-8B6S3",function(){function e(){if(!o){var e=document.createElement("script");e.id="boomr-scr-as",e.src=window.BOOMR.url,e.async=!0,i.parentNode.appendChild(e),o=!0}}function t(e){o=!0;var n,t,a,r,d=document,O=window;if(window.BOOMR.snippetMethod=e?"if":"i",t=function(e,n){var t=d.createElement("script");t.id=n||"boomr-if-as",t.src=window.BOOMR.url,BOOMR_lstart=(new Date).getTime(),e=e||d.body,e.appendChild(t)},!window.addEventListener&&window.attachEvent&&navigator.userAgent.match(/MSIE [67]\./))return window.BOOMR.snippetMethod="s",void t(i.parentNode,"boomr-async");a=document.createElement("IFRAME"),a.src="about:blank",a.title="",a.role="presentation",a.loading="eager",r=(a.frameElement||a).style,r.width=0,r.height=0,r.border=0,r.display="none",i.parentNode.appendChild(a);try{O=a.contentWindow,d=O.document.open()}catch(_){n=document.domain,a.src="javascript:var d=document.open();d.domain='"+n+"';void(0);",O=a.contentWindow,d=O.document.open()}if(n)d._boomrl=function(){this.domain=n,t()},d.write("<bo"+"dy onload='document._boomrl();'>");else if(O._boomrl=function(){t()},O.addEventListener)O.addEventListener("load",O._boomrl,!1);else if(O.attachEvent)O.attachEvent("onload",O._boomrl);d.close()}function a(e){window.BOOMR_onload=e&&e.timeStamp||(new Date).getTime()}if(!window.BOOMR||!window.BOOMR.version&&!window.BOOMR.snippetExecuted){window.BOOMR=window.BOOMR||{},window.BOOMR.snippetStart=(new Date).getTime(),window.BOOMR.snippetExecuted=!0,window.BOOMR.snippetVersion=12,window.BOOMR.url=n+"NCPYV-VGJPP-N4J93-8HN3B-8B6S3";var i=document.currentScript||document.getElementsByTagName("script")[0],o=!1,r=document.createElement("link");if(r.relList&&"function"==typeof r.relList.supports&&r.relList.supports("preload")&&"as"in r)window.BOOMR.snippetMethod="p",r.href=window.BOOMR.url,r.rel="preload",r.as="script",r.addEventListener("load",e),r.addEventListener("error",function(){t(!0)}),setTimeout(function(){if(!o)t(!0)},3e3),BOOMR_lstart=(new Date).getTime(),i.parentNode.appendChild(r);else t(!1);if(window.addEventListener)window.addEventListener("load",a,!1);else if(window.attachEvent)window.attachEvent("onload",a)}}(),"".length>0)if(e&&"performance"in e&&e.performance&&"function"==typeof e.performance.setResourceTimingBufferSize)e.performance.setResourceTimingBufferSize();!function(){if(BOOMR=e.BOOMR||{},BOOMR.plugins=BOOMR.plugins||{},!BOOMR.plugins.AK){var n=""=="true"?1:0,t="",a="bdpnbeqxgqubsz2ctatq-f-56853a301-clientnsv4-s.akamaihd.net",i="false"=="true"?2:1,o={"ak.v":"39","ak.cp":"1073024","ak.ai":parseInt("638429",10),"ak.ol":"0","ak.cr":0,"ak.ipv":4,"ak.proto":"http/1.1","ak.rid":"1a4b7a9f","ak.r":41723,"ak.a2":n,"ak.m":"dsca","ak.n":"essl","ak.bpcip":"8.222.208.0","ak.cport":55506,"ak.gh":"23.52.40.21","ak.quicv":"","ak.tlsv":"tls1.2","ak.0rtt":"","ak.0rtt.ed":"","ak.csrc":"-","ak.acc":"bbr","ak.t":"1732417575","ak.ak":"hOBiQwZUYzCg5VSAfCLimQ==u9pqkYBts319B+ZMeBE1+/EgOuP41brFqWN1/95TiufdmUBbizw6hOMspNLl/QIpLr6E1behWgVoQ+RWCdQiFQpvcqePqpvBA520KUhhd3xThrCB6crStEB0mEkAa6s2Yh4IoiUkYl1vb/kQEb+BFyAhHqCvkxX4GQxKN/T0D+9IkFyr5R57YaSY9orjgdmHp+LuPfUAX4yAcjEmdRXUrYDLEOkP0d99uYe1VyBxeL5DSxv/ZRictBSVKmY0iza7Gsghhv0JA3iFx5Uu9neoLK9KZk3nRmqeMQv1dB8Q5MXqLNmYu2nMM+WJkiT9Wa0j4zc7hZsWKKlydJqfEY+ozAPoNdJZ9HC1AMWUzM5R+H5Cjj7EbdG/x/ov2VKvBn5LgisKMroxzLdN0LVmAN2joTQcYvBVJNTPy7+muiwYOQ0=","ak.pv":"639","ak.dpoabenc":"","ak.tf":i};if(""!==t)o["ak.ruds"]=t;var r={i:!1,av:function(n){var t="http.initiator";if(n&&(!n[t]||"spa_hard"===n[t]))o["ak.feo"]=void 0!==e.aFeoApplied?1:0,BOOMR.addVar(o)},rv:function(){var e=["ak.bpcip","ak.cport","ak.cr","ak.csrc","ak.gh","ak.ipv","ak.m","ak.n","ak.ol","ak.proto","ak.quicv","ak.tlsv","ak.0rtt","ak.0rtt.ed","ak.r","ak.acc","ak.t","ak.tf"];BOOMR.removeVar(e)}};BOOMR.plugins.AK={akVars:o,akDNSPreFetchDomain:a,init:function(){if(!r.i){var e=BOOMR.subscribe;e("before_beacon",r.av,null,null),e("onbeacon",r.rv,null,null),r.i=!0}return this},is_complete:function(){return!0}}}}()}(window);</script></head> <body class=" cxt-has-fixed-nav">   <noscript> <iframe src="https://www.googletagmanager.com/ns.html?id=GTM-WRXS6TH" title="Intentionally Blank" aria-hidden="true" height="0" width="0" style="display:none;visibility:hidden"></iframe> </noscript>  <div aria-hidden="true"><script src="//www.salesforce.com/etc.clientlibs/foundation/clientlibs/shared.min.js"></script> <script src="//www.salesforce.com/etc.clientlibs/cq/personalization/clientlib/underscore.min.js"></script> <script src="//www.salesforce.com/etc.clientlibs/cq/personalization/clientlib/personalization/kernel.min.js"></script> <style> .content-container .target:first-child { min-height: 700px; } </style> <script type="text/javascript"> $CQ(function() { if (window.CQ_Analytics && CQ_Analytics.SegmentMgr) { CQ_Analytics.SegmentMgr.areSegmentsLoaded = true; CQ_Analytics.SegmentMgr.fireEvent('segmentsload'); } if ( CQ_Analytics && CQ_Analytics.CampaignMgr ) { var campaigns = []; CQ_Analytics.CampaignMgr.addInitProperty('campaigns', campaigns); CQ_Analytics.CampaignMgr.init(); } CQ_Analytics.SFDCSegmentUtils.init(); CQ_Analytics.kruxStore.init(); CQ_Analytics.SFDCSegmentUtils.init(); CQ_Analytics.DemandbaseStore.init(); if( CQ_Analytics && CQ_Analytics.PageDataMgr) { CQ_Analytics.PageDataMgr.loadInitProperties({ "hits": 0, "title": "RBC Wealth Management wows new clients with onboarding in 24 minutes.", "path": "/content/www/en_us/home/resources/customer-stories/scalable-wealth-management-solution-rbc-us", "navTitle": "RBC Wealth Management wows new clients with onboarding in 24 minutes.", "tags": "Experience Cloud Onboarding Customer Lifecycle Application Development CRM Analytics Salesforce Platform Consideration MuleSoft Anypoint Platform Minnesota Slack Customer Experience Salesforce Culture Resource Customer Story Innovation Change Management Automation Heroku Low-Code Development Business Growth Financial Services Cloud Digital Transformation Sales Cloud CTO CIO Enterprise Data B2B Financial Services Employee Experience AppExchange Business Process Automation Customer 360 Marketing Cloud CEO Customer Service Leading Through Change Productivity Customer Journey Artificial Intelligence Artificial Intelligence Wealth and Asset Management IT Business as a Platform for Change B2C Integration Platform ", "description": "RBC Wealth Management consolidated 26 systems into one to exceed client and advisor expectations.", "sitesection": "en_us", "subsection": "home", "random": "0.57" }, true); } CQ_Analytics.Utils.isOptimizedCC = true; CQ_Analytics.ClientContextMgr.PATH = "\/etc\/clientcontext\/sfdc\u002Dwww"; CQ_Analytics.ClientContextMgr.loadConfig({"initializationEventTimer": 10}, true); }); </script> </div> <div aria-hidden="true"></div> <a class="screen-reader-text" href="#main"><div class="container">Skip to content</div></a> <header class="container-fluid header-container" role="banner"> <div class="page-message-alert-replace"></div> <div><div class="section"><div class="new"></div> </div><div class="iparys_inherited"><div class="iparsys parsys"><div class="referenceComponent reference parbase section"><div class="cq-dd-paragraph"><div class="globalnavigationbarconsolidated globalNavigationBarConsolidated parbase"> <script type="text/javascript"> window.sfdcBase = window.sfdcBase || {}; if (!sfdcBase.env) window.sfdcBase.env = ({ 'www.salesforce.com': 'PROD', 'www-uat1.salesforce.com': 'UAT', 'www-uat2.salesforce.com': 'UAT', 'www-perf.salesforce.com': 'PERF', 'www-qa1.salesforce.com': 'QA', 'www-qa2.salesforce.com': 'QA', 'www-int.salesforce.com': 'INT', })[location.hostname] ?? 'PROD'; window.sfdcBase.ssoEnabled=true; </script> <div id="aem-hgf-nav"> <script type="module" src="https://a.sfdcstatic.com/digital/xsf/components/v1-stable/navs.js"></script> <hgf-c360nav id="c360-hgf-nav" search="true" show-button-main="true" show-button-secondary="false" origin="https://wp.sfdcdigital.com/en-us/wp-json" show-region-selector="true" home-href="/" locale="us"> </hgf-c360nav> <script> document.getElementById('c360-hgf-nav').setAttribute("show-button-main", !vp.isCustomer()); </script> <script> document.getElementById('c360-hgf-nav').setAttribute("show-button-secondary", vp.isCustomer()); </script> <script type="module" src="//www.salesforce.com/etc/clientlibs/sfdc-www/clientlibs_hgf_tbidauth.js"></script> </div> </div> </div> </div> </div> </div> </div> </header> <div class="container-fluid content-container" role="main" id="main"> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper column-container-component"> <div class="bg-cirrus bg-opacity">  </div> <div class="container"> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-8"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col col-divider text-left col-xs-12 col-sm-6 col-md-3 col-lg-3"><div class="spacerComponent parbase section"><div class="spacer " style="height:2px;"></div> </div> <div class="headingComponent parbase section"> <h4 id="resource-center" class=" h4gn text-snow text-left salesforce-sans-bold margin-20-top-lg margin-10-bottom-lg " style="; "> <a class=" text-snow " href="/resources/"> <span class=" header-text "> RESOURCE CENTER </span> </a> </h4> </div> <div class="barComponent parbase section"><div class=" bg-snow bar-align-center hidden-sm hidden-md hidden-lg" style="height:1px;width:100%;"></div> </div> </div> <div class="col text-left col-xs-12 col-sm-6 col-md-9 col-lg-9"><div class="buttonCTAComponent parbase section"> <div class="margin-10-top-lg margin-0-top-xs margin-10-bottom-lg margin-0-bottom-xs margin-30-left-lg margin-50-left-md margin-0-left-sm margin-0-left-xs text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a role="button" class="btn btn-xlg simple-link text-white with-plus salesforce-sans-bold drop-panel " data-drop-panel-target-id="cr-menu" data-content-replacement-close-color="sfdc-swap-button-day" href="#"> <span> BROWSE BY CATEGORY <span class="sfdc-icon icon-plus"></span> </span> </a> </div> </div> </div></div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-4"> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="dropPanelContainer parbase section"> <div class="drop-panel-container" data-content-src="/content/www/en_us/shared/modules/modals/resource-menu.html#module-par_columncontainer_8f26" data-panel-name="cr-menu"> <button type="button" class="close" aria-label="Close"> <span aria-hidden="true" class="text-day icon-sfdc-icon-x h3"></span> </button> <div class="drop-panel-body"> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper bg-center-top bg-cover column-container-component"> <div class="bg-snow bg-opacity">  </div> <div class="visible-lg"> <div class="columns-wrapper column-container-image lazy bg-center-top bg-cover" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/article/scalable-wealth-management-solution-rbc-us/production-jumbotron-rbc-1600px.png"> </div> </div> <div class="visible-md"> <div class="columns-wrapper column-container-image lazy bg-center-top bg-cover" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/article/scalable-wealth-management-solution-rbc-us/production-rbc-jumbotron-1440px.png"> </div> </div> <div class="visible-sm"> <div class="columns-wrapper column-container-image lazy bg-center-top bg-cover" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/guide/elf-customer-story/production-elf-video-jumbotron-mobile-background.png"> </div> </div> <div class="visible-xs"> <div class="columns-wrapper column-container-image lazy bg-center-top bg-cover" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/guide/elf-customer-story/production-elf-video-jumbotron-mobile-background.png"> </div> </div> <div class="container"> <div class="row columns-wrapper xs-min-height-300" style="min-height: 440px; 500"> <div class="col text-center col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" removeGutters hidden-md hidden-lg columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="imageComponent parbase section"> <div class=" image-link"> <img class="lazy img-responsive hidden-md hidden-lg margin--10-bottom-lg center-img-horizontally " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/article/scalable-wealth-management-solution-rbc-us/production-rbc-jumbotron-foreground.png"/> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper column-container-component"> <div class="bg-snow bg-opacity">  </div> <div class="container"> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-1 col-md-1 col-lg-1"> </div> <div class="col text-left col-xs-12 col-sm-11 col-md-11 col-lg-11"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid margin-20-top-lg margin-0-top-xs column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-9 col-md-9 col-lg-9"><div class="headingComponent parbase section"> <h1 id="rbc-wealth-management-wows-new-clients-with-onboarding-in-24-minutes" class=" avantgarde-l text-stratus text-left avant-garde-demi margin-30-top-lg margin-30-top-xs margin-20-bottom-lg margin-10-bottom-xs " style="; "> <span class=" header-text "> RBC Wealth Management wows new clients with onboarding in 24 minutes. </span> </h1> </div> <div class="headingComponent parbase section"> <h2 id="how-rbc-wealth-management-consolidated-26-systems-into-one-to-exceed-client-and-advisor-expectations" class=" h3 text-stratus text-left salesforce-sans-bold margin-20-bottom-lg margin-0-bottom-sm " style="; "> <span class=" header-text "> How RBC Wealth Management consolidated 26 systems into one to exceed client and advisor expectations. </span> </h2> </div> <div class="labelSmallComponent headingComponent parbase section"> <p id="time-to-read-48-minutes" class=" h5 text-altostratus text-left salesforce-sans-bold margin-10-top-md margin-10-top-sm margin-10-top-xs margin-20-bottom-lg margin-20-bottom-xs " style="; "> <span class=" header-text "> Time to read: 4.8 minutes </span> </p> </div> <div class="socialMediaSharingComponent section"> <div> <div class="share-icon-row "> <div class="share-icon"> <a target="_blank" href="https://www.facebook.com/sharer/sharer.php?u=https://www.salesforce.com/resources/customer-stories/scalable-wealth-management-solution-rbc-us/" title="Facebook" alt="Facebook"> <img data-src="//www.salesforce.com/content/dam/web/global/svg-icons/facebook-day.svg?version=2024101" alt="Facebook" class="lazy text-salesforce-gray salesforce-social-icon " src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif"/> </a> </div> <div class="share-icon"> <a class="twitter" target="_blank" href="https://twitter.com/intent/tweet?url=https://www.salesforce.com/resources/customer-stories/scalable-wealth-management-solution-rbc-us/&text=RBC%20Wealth%20Management%20wows%20new%20clients%20with%20onboarding%20in%2024%20minutes.&via=@salesforce" title="Twitter" alt="Twitter" data-pagetitle="RBC Wealth Management wows new clients with onboarding in 24 minutes."> <img data-src="//www.salesforce.com/content/dam/web/global/svg-icons/twitter-day.svg?version=2024101" alt="Twitter" class="lazy text-salesforce-gray salesforce-social-icon " src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif"/> </a> </div> <div class="share-icon"> <a target="_blank" href="https://www.linkedin.com/cws/share?url=https://www.salesforce.com/resources/customer-stories/scalable-wealth-management-solution-rbc-us/" title="LinkedIn" alt="LinkedIn"> <img data-src="//www.salesforce.com/content/dam/web/global/svg-icons/linkedin-day.svg?version=2024101" alt="LinkedIn" class="lazy text-salesforce-gray salesforce-social-icon " src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif"/> </a> </div> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-4 col-md-4 col-lg-4"> </div> <div class="col text-left col-xs-12 col-sm-8 col-md-8 col-lg-8"> </div> </div> <div class="row"> </div> </div> </div> <div class="bodyCopyComponent parbase section"><div class="margin-20-top-lg margin-30-top-sm margin-60-right-lg margin-0-right-md margin-10-bottom-lg text-size-default line-height-32 "> <p>RBC Wealth Management, a division of RBC Capital Markets, LLC, provides trusted advice and wealth management solutions to individuals, families and institutions. More than 2,100 financial advisors in 190 locations in 42 states rely on technology to enable a world-class client experience.</p> <p>Like many companies beginning a digital transformation journey, the wealth management division was facing a big challenge to piece together disparate systems. Its advisors, for example, had to access 26 systems to pull together the client data they needed to prepare for meetings with new clients.</p> <p>The company was sitting on a wealth of client data, but it wanted to better use that data to provide clients with the personalized experiences that they expect. In an era of increasing competition from smaller, agile providers such as fintechs, RBC Wealth Management knew it had to give its teams the insights and tools they needed to provide superior experiences.</p> <p>So, RBC Wealth Management turned to a team of the <a href="https://www.salesforce.com/services/professional-services/overview/">world’s leading Salesforce experts</a> to help it consolidate its CRM systems and integrate data from other legacy systems into a <a href="https://www.salesforce.com/solutions/industries/financial-services/overview/">unified platform purpose-built for wealth management</a>.</p> <p>Here are four lessons from RBC Wealth Management’s transformation you can use to give your employees a 360-degree view of every client, streamline processes to deliver personalized experiences that wow your clients and agents, and empower your IT team to build and scale faster.<br /> </p> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="blockquoteComponent parbase section"><blockquote class="margin-40-bottom-lg quote-larger "> <p class="text-night"><span class="quote">“</span>Our number one priority is to deliver world-class wealth management services. For us, this meant we needed to enhance our client and advisor experiences by moving away from inefficient and manual processes”</p> <footer class="text-stratus footer-small margin---top-lg"> Greg Beltzer <span> | Head of Technology, RBC Wealth Management - U.S. </span> </footer> </blockquote> </div> </div> </div> <div class="row"> </div> </div> </div> <div class="headingComponent parbase section"> <h2 id="contents" class=" h3 text-stratus text-left salesforce-sans-bold margin-10-top-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> Contents </span> </h2> </div> <div class="bodyCopyComponent parbase section"><div class="margin-10-top-xs margin-20-bottom-lg text-size-default line-height-32 "> <a href="#step1">Step 1: Accelerate trust and time to value with a full view of client data on a single platform.</a><br /> <a href="#step2">Step 2: Simplify onboarding and account access with customer-first experiences that wow.</a><br /> <a href="#step3">Step 3: Improve team performance with deep portfolio insights and regular collaboration.</a><br /> <a href="#step4">Step 4:</a><a href="#step4"> Attract the best advisors and grow the business with a data-driven culture.</a> </div> </div> <div class="headingComponent parbase section"> <h2 id="step1" class=" h3 text-stratus text-left salesforce-sans-bold margin-40-top-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> 1. Accelerate trust and time to value with a full view of client data on a single platform. </span> </h2> </div> <div class="bodyCopyComponent parbase section"><div class="margin-60-right-lg margin-0-right-md margin-20-bottom-lg text-size-default line-height-32 "> <p>One of the main challenges for any large organization is to provide clients with consistently outstanding experiences no matter who they're engaging within the organization. The solution is to unify every line of business onto one platform. But that’s easier said than done, particularly for an organization with more than 2,100 advisors.</p> <p>So, RBC Wealth Management not only standardized on one CRM system; it also chose a platform that’s <a href="https://www.salesforce.com/solutions/industries/financial-services/overview/">tailored to the wealth management industry.</a> With its purpose-built industry functionality, the platform accelerated RBC Wealth Management's time to value.</p> <p>RBC Wealth Management also needed a way to bring in customer data from legacy systems, so it used <a href="https://www.salesforce.com/products/integration/overview/">industry-leading integration</a> to connect third-party systems to the new platform. And because of the regulation and scrutiny on financial services firms, it used <a href="https://www.salesforce.com/au/products/platform/products/shield/">encryption and other security measures</a> to protect clients’ personal and financial data.</p> <p>As a result of these initiatives, RBC Wealth Management’s advisors can continue to provide trusted advice and enhanced personalized experiences for their clients.</p> <p>“MuleSoft has been critical in enabling our IT team to bring our legacy technology and modern platforms together," said Greg Beltzer, Head of Technology, RBC Wealth Management - U.S. "We now have a single view of each and every customer.”</p> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-2 col-md-2 col-lg-2"><div class="headingComponent parbase section"> <div class=" h2 text-night text-center salesforce-sans-regular margin-10-top-lg margin-0-top-sm margin--10-bottom-sm " style="; "> <svg style="background:url('/content/dam/web/global/icons/product/industries-financial-day.svg?version=1732328491728') no-repeat;" class="salesforce-icon cloud-icon-all " aria-hidden="true" alt=""> </svg> <span class=" header-text head-text "> </span> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"><div class="buttonCTAComponent parbase section"> <div class="margin-20-top-lg margin-0-top-sm text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg simple-link salesforce-sans-bold " data-content-replacement-close-color="sfdc-swap-button-day" href="/products/financial-services-cloud/overview/?d=cta-body-promo-571"> <span> Learn more about Financial Services Cloud <span class="salesforce-icon icon-sfdc-icon-right-arrow"></span> </span> </a> </div> </div> </div></div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"> </div> </div> <div class="row"> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-2 col-md-2 col-lg-2"><div class="headingComponent parbase section"> <div class=" h2 text-night text-center salesforce-sans-regular margin-10-top-lg margin-0-top-sm margin--10-bottom-sm " style="; "> <svg style="background:url('/content/dam/web/global/icons/product/c360platform-day.svg?version=1732328491739') no-repeat;" class="salesforce-icon cloud-icon-all " aria-hidden="true" alt=""> </svg> <span class=" header-text head-text "> </span> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"><div class="buttonCTAComponent parbase section"> <div class="margin-20-top-lg margin-0-top-sm text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg simple-link salesforce-sans-bold " data-content-replacement-close-color="sfdc-swap-button-day" href="/products/platform/products/shield/?d=cta-body-promo-572"> <span> Learn More about Salesforce Shield <span class="salesforce-icon icon-sfdc-icon-right-arrow"></span> </span> </a> </div> </div> </div></div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"> </div> </div> <div class="row"> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid margin-30-bottom-lg column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-2 col-md-2 col-lg-2"><div class="headingComponent parbase section"> <div class=" h2 text-night text-center salesforce-sans-regular margin-10-top-lg margin-0-top-sm margin--10-bottom-sm " style="; "> <svg style="background:url('/content/dam/web/global/icons/product/integration-day.svg?version=1732328491749') no-repeat;" class="salesforce-icon cloud-icon-all " aria-hidden="true" alt=""> </svg> <span class=" header-text head-text "> </span> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"><div class="buttonCTAComponent parbase section"> <div class="margin-20-top-lg margin-0-top-sm text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg simple-link salesforce-sans-bold " data-content-replacement-close-color="sfdc-swap-button-day" href="/products/integration/overview/?d=cta-body-promo-573"> <span> Learn More about Mulesoft <span class="salesforce-icon icon-sfdc-icon-right-arrow"></span> </span> </a> </div> </div> </div></div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-3 col-md-3 col-lg-3"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" hidden-xs columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="headingComponent parbase section"> <div id="related-content" class=" h3 text-night text-left salesforce-sans-bold margin-30-top-lg margin-30-top-xs margin-20-bottom-lg margin-10-bottom-xs " style="; "> <span class=" header-text "> Related Content </span> </div> </div> <div class="barComponent parbase section"><div class="margin-20-top-lg margin-20-bottom-lg bg-karl-the-fog bar-align-center " style="height:2px;width:100%;"></div> </div> <div class="cardComponent parbase section"> <div class="thumbnail bg-snow "> <div class="thumbnail-content thumbnail-linked" data-href="https://www.salesforce.com/campaign/successnow/?d=cta-right-rail-1"> <a href="https://www.salesforce.com/campaign/successnow/?d=cta-right-rail-1" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs"></a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/customer-stories/og-image-1280x720-1.jpg"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <p id="article" class=" h5 text-altostratus text-left salesforce-sans-bold margin-10-right-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> Article </span> </p> </div> <div class="headingComponent parbase section"> <p id="deliver-success-now-with-customer-360" class=" h4 text-cirrus text-left salesforce-sans-regular " style="; "> <span class=" header-text "> Deliver Success Now with Customer 360 </span> </p> </div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="https://www.salesforce.com/campaign/successnow/"></a> </div> </div> </div> </div> <div class="cardComponent parbase section"> <div class="thumbnail margin-40-top-lg bg-snow "> <div class="thumbnail-content thumbnail-linked" data-href="/solutions/industries/financial-services/wealth-management/accelerate-transformation/?d=cta-right-rail-2"> <a href="/solutions/industries/financial-services/wealth-management/accelerate-transformation/?d=cta-right-rail-2" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs"></a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/industries/energy/energy-new-design/FINS-RC-1200x675.png"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <p id="topic" class=" h5 text-altostratus text-left salesforce-sans-bold margin-10-right-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> Topic </span> </p> </div> <div class="headingComponent parbase section"> <p id="how-to-fast-forward-wealth-and-asset-management-innovation-to-build-trusted-relationships" class=" h4 text-cirrus text-left salesforce-sans-regular " style="; "> <span class=" header-text "> How to Fast-forward Wealth and Asset Management Innovation to Build Trusted Relationships </span> </p> </div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="/solutions/industries/financial-services/wealth-management/accelerate-transformation/"></a> </div> </div> </div> </div> <div class="cardComponent parbase section"> <div class="thumbnail margin-40-top-lg margin-30-bottom-xs bg-snow "> <div class="thumbnail-content thumbnail-linked" data-href="/resources/articles/recruitmilitary-connects-veterans-to-employment-by-automating-job-matching/?d=cta-right-rail-3"> <a href="/resources/articles/recruitmilitary-connects-veterans-to-employment-by-automating-job-matching/?d=cta-right-rail-3" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs"></a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/article/recruitmilitary-connects-veterans-to-employment-by-automating-job-matching/og-image-recruitmilitary.jpg"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <p id="customer-story" class=" h5 text-altostratus text-left salesforce-sans-bold margin-10-right-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> Customer Story </span> </p> </div> <div class="headingComponent parbase section"> <p id="how-recruitmilitary-connects-more-veterans-to-employment-by-automating-job-matching" class=" h4 text-cirrus text-left salesforce-sans-regular " style="; "> <span class=" header-text "> How RecruitMilitary Connects More Veterans to Employment by Automating Job Matching </span> </p> </div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="/resources/articles/recruitmilitary-connects-veterans-to-employment-by-automating-job-matching/"></a> </div> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper column-container-component"> <div class="bg-rain bg-opacity">  </div> <div class="container"> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-1 col-md-1 col-lg-1"> </div> <div class="col text-left col-xs-12 col-sm-11 col-md-11 col-lg-11"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-9 col-md-9 col-lg-9"><div class="headingComponent parbase section"> <h2 id="rohit-gupta-is-a-trailblazer" class=" h3 text-stratus text-left salesforce-sans-bold margin-40-top-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> Rohit Gupta is a Trailblazer </span> </h2> </div> <div class="videoComponent vy-player parbase section"><div class="margin-20-top-lg "> <div class="vy-player-container "> <div class="vidyard-player-embed" data-uuid='dWoeDn9Lyut5JUeYVsX9MJ' data-v="4" data-type="inline"></div> </div> <script type="text/javascript" data-uuid='dWoeDn9Lyut5JUeYVsX9MJ'> window.SfdcWwwBase && window.SfdcWwwBase.videoComponent && window.SfdcWwwBase.videoComponent.updateChapter(document.scripts[document.scripts.length - 1].getAttribute("data-uuid")); if(!window.vidyardEmbed){ window.videoUtils && window.videoUtils.loadScriptOnce("https://play.vidyard.com/embed/v4.js", "Vidyard", true); } else { window.vidyardEmbed.api.renderDOMPlayers(); } </script> </div> <script> (function($) { // Add 'Configuration' global object with details of our Adobe Analytics instance window.Configuration = window.Configuration || {}; var rsid = (typeof Server !== 'undefined') ? Server.getAccount() : ''; $.extend(window.Configuration, { PUBLISHER: '8D6C67C25245AF020A490D4C@AdobeOrg', MCID: '8D6C67C25245AF020A490D4C@AdobeOrg', NAMESPACE: 'salesforce', CHANNEL: 'salesforce', RSID: rsid, TRACKING_SERVER: 'salesforce.sc.omtrdc.net', HEARTBEAT_TRACKING_SERVER: 'salesforce.hb.omtrdc.net', DEBUG: false }); }(jQuery)); // End of IIFE </script> </div> <div class="bodyCopyComponent parbase section"><div class="margin-20-top-lg text-size-footnote line-height-default "> <i>In this video <b>(1:24)</b>, learn why Greg Beltzer hired Rohit Gupta to be his co-pilot to lead the digital transformation at RBC Wealth Management - U.S. Together, Rohit and Greg built a scalable solution for their clients and employees using the Customer 360 Platform.</i> </div> </div> <div class="spacerComponent parbase section"><div class="spacer " style="height:40px;"></div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid margin-10-bottom-lg column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="blockquoteComponent parbase section"><blockquote class="margin-40-bottom-lg quote-larger "> <p class="text-night"><span class="quote">“</span>Rohit's ability to understand the nuances of the data - he's a master of it. I always love to give him the toughest problems because I just want to see how he's going to solve it.”</p> <footer class="text-stratus footer-small margin---top-lg"> Greg Beltzer <span> | Head of Technology, RBC Wealth Management - U.S. </span> </footer> </blockquote> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-3 col-md-3 col-lg-3"> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper column-container-component"> <div class="bg-snow bg-opacity">  </div> <div class="container"> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-1 col-md-1 col-lg-1"> </div> <div class="col text-left col-xs-12 col-sm-11 col-md-11 col-lg-11"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-9 col-md-9 col-lg-9"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="headingComponent parbase section"> <h2 id="step2" class=" h3 text-stratus text-left salesforce-sans-bold margin-40-top-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> 2. Simplify onboarding and account access with customer-first experiences that wow. </span> </h2> </div> <div class="bodyCopyComponent parbase section"><div class="margin-60-right-lg margin-0-right-md text-size-default line-height-32 "> <p>The wealth management industry's traditional process-driven approach to business hasn’t always resulted in the best client experiences. Onboarding is a prime example when new clients typically receive a 100-page physical document with sticky notes indicating where to sign.</p> <p>RBC Wealth Management wanted to remove that friction. So, using <a href="https://www.salesforce.com/products/platform/workflow-automation/orchestrator/">low-code automation</a>, extending it with <a href="https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000ON1QwEAL">custom functionality</a>, and pairing it with a <a href="https://www.salesforce.com/products/experience-cloud/overview/">customer-first digital experience</a>, it was able to automate its case management workflows for a better client onboarding experience. As a result, onboarding time has been reduced from weeks to just 24 minutes on average.</p> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid margin-0-top-xs margin-20-bottom-lg margin-0-bottom-xs margin-0-left-xs column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper xs-min-height-100" style="min-height: 100px; 1,000"> <div class="col text-left col-xs-6 col-sm-4 col-md-4 col-lg-4"><div class="imageComponent parbase section"> <div class=" image-link"> <img class="lazy img-responsive center-img-horizontally " alt="24 minutes" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/article/royal-bank-of-canada/production-rbc-twenty-four-min.png"/> </div> </div> </div> <div class="col text-left col-xs-6 col-sm-8 col-md-8 col-lg-8"><div class="headingComponent parbase section"> <div id="average-onboarding-time" class=" h3 text-cirrus text-left salesforce-sans-bold col-lg-12 margin-80-top-lg margin-60-top-md margin-30-top-sm margin-60-top-xs margin-30-bottom-lg " style="; "> <span class=" header-text "> average onboarding time </span> </div> </div> </div> </div> <div class="row"> </div> </div> </div> <div class="bodyCopyComponent parbase section"><div class="margin-60-right-lg margin-0-right-md margin-40-bottom-lg text-size-default line-height-32 "> <p>With the new customer-first digital experience, RBC Wealth Management was able to create a new portal for clients that gives them full visibility of all their accounts. In addition, it gave them access to a financial advisor's analytics dashboard, allowing them to quickly view their portfolio and cases on their own time.</p> <p>Underpinning many of its initiatives, RBC Wealth Management has been able to <a href="/products/integration/overview/">integrate its systems using application programming interfaces (APIs)</a> to accelerate innovation. And, reducing the IT team's workload has resulted in a 50% drop in maintenance costs.</p> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="blockquoteComponent parbase section"><blockquote class="margin-40-bottom-lg quote-larger "> <p class="text-night"><span class="quote">“</span>The scalability of the platform helps our admins and developers build the automations and tools that really help the advisors serve their clients’ needs.”</p> <footer class="text-stratus footer-small margin---top-lg"> Rohit Gupta <span> | WealthX Director, RBC Wealth Management - U.S. </span> </footer> </blockquote> </div> <div class="bodyCopyComponent parbase section"><div class="margin-60-right-lg margin-0-right-md margin-40-bottom-lg text-size-default line-height-32 "> Developers will soon benefit from generative AI. Instead of writing code from scratch, experienced<br /> devlopers can jumpstart from pre-built and autocomplete code, customizing Salesforce<br /> faster. Once written, AI will make it easy to quickly debug code with recommended fixes and best practices. </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-2 col-md-2 col-lg-2"><div class="headingComponent parbase section"> <div class=" h2 text-night text-center salesforce-sans-regular margin-10-top-lg margin-0-top-sm margin--10-bottom-sm " style="; "> <svg style="background:url('/content/dam/web/global/icons/product/industries-financial-day.svg?version=1732328491854') no-repeat;" class="salesforce-icon cloud-icon-all " aria-hidden="true" alt=""> </svg> <span class=" header-text head-text "> </span> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"><div class="buttonCTAComponent parbase section"> <div class="margin-20-top-lg margin-0-top-sm text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg simple-link salesforce-sans-bold " data-content-replacement-close-color="sfdc-swap-button-day" href="/products/financial-services-cloud/overview/?d=cta-body-promo-571"> <span> Learn more about Financial Services Cloud <span class="salesforce-icon icon-sfdc-icon-right-arrow"></span> </span> </a> </div> </div> </div></div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"> </div> </div> <div class="row"> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-2 col-md-2 col-lg-2"><div class="headingComponent parbase section"> <div class=" h2 text-night text-center salesforce-sans-regular margin-10-top-lg margin-0-top-sm margin--10-bottom-sm " style="; "> <svg style="background:url('/content/dam/web/global/icons/product/c360platform-day.svg?version=1732328491872') no-repeat;" class="salesforce-icon cloud-icon-all " aria-hidden="true" alt=""> </svg> <span class=" header-text head-text "> </span> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"><div class="buttonCTAComponent parbase section"> <div class="margin-20-top-lg margin-0-top-sm text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg simple-link salesforce-sans-bold " data-content-replacement-close-color="sfdc-swap-button-day" href="/products/platform/products/shield/?d=cta-body-promo-572"> <span> Learn More about Salesforce Shield <span class="salesforce-icon icon-sfdc-icon-right-arrow"></span> </span> </a> </div> </div> </div></div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"> </div> </div> <div class="row"> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid margin-30-bottom-lg column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-2 col-md-2 col-lg-2"><div class="headingComponent parbase section"> <div class=" h2 text-night text-center salesforce-sans-regular margin-10-top-lg margin-0-top-sm margin--10-bottom-sm " style="; "> <svg style="background:url('/content/dam/web/global/icons/product/integration-day.svg?version=1732328491889') no-repeat;" class="salesforce-icon cloud-icon-all " aria-hidden="true" alt=""> </svg> <span class=" header-text head-text "> </span> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"><div class="buttonCTAComponent parbase section"> <div class="margin-20-top-lg margin-0-top-sm text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg simple-link salesforce-sans-bold " data-content-replacement-close-color="sfdc-swap-button-day" href="/products/integration/overview/?d=cta-body-promo-573"> <span> Learn More about Mulesoft <span class="salesforce-icon icon-sfdc-icon-right-arrow"></span> </span> </a> </div> </div> </div></div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-3 col-md-3 col-lg-3"> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper column-container-component"> <div class="bg-rain bg-opacity">  </div> <div class="container"> <div class="row columns-wrapper " style="min-height: 400px; 500"> <div class="col text-left col-xs-12 col-sm-1 col-md-1 col-lg-1"> </div> <div class="col text-left col-xs-12 col-sm-11 col-md-11 col-lg-11"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-9 col-md-9 col-lg-9"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid margin-30-top-lg margin-30-top-sm margin-10-top-xs margin-10-bottom-lg margin-0-bottom-xs margin-10-left-lg margin-0-left-md margin-0-left-sm column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-4 col-md-4 col-lg-4"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid margin-10-top-sm margin-10-top-xs margin-0-bottom-lg margin-0-bottom-xs margin-0-left-lg column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style="min-height: 100px; 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="headingComponent parbase section"> <h3 id="how-have-businesses-adapted-to-increased-demands-on-employees-during-a-crisis-read-trends-in-workflow-automation-to-find-out" class=" avantgarde-m text-stratus text-left avant-garde-demi col-xs-10 col-sm-11 col-lg-11 margin-20-top-lg margin-0-top-sm margin-20-bottom-lg margin-10-bottom-xs margin-10-left-lg margin-0-left-md margin-0-left-sm margin-20-left-xs " style="; "> <span class=" header-text "> How have businesses adapted to increased demands on employees during a crisis? Read Trends in Workflow Automation to find out. </span> </h3> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" removeGutters columns-wrapper container-fluid margin-0-left-md margin-0-left-sm margin-0-left-xs column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-6 col-sm-12 col-md-12 col-lg-12"><div class="imageComponent parbase section"> <div class=" image-link"> <img class=" img-responsive margin-50-right-lg margin-0-right-xs margin-10-bottom-sm margin-10-bottom-xs margin-0-left-lg margin-30-left-xs " alt="" src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/research-reports/trends-in-workflow-automation/trends-in-workflow-automation.png" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/research-reports/trends-in-workflow-automation/trends-in-workflow-automation.png"/> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-8 col-md-8 col-lg-8"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid margin--10-top-sm margin--10-top-xs margin-20-bottom-lg margin-10-bottom-md margin-10-bottom-sm margin-0-bottom-xs column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="formContainerV2 parbase section"><div class="form-container-v2 sfdc-form-day sfdc-form-closed sfdc-form-small "> <div class="form-header-wrap"> <div class="headingComponent parbase section"> <h4 id="fill-out-the-form-to-get-access-to-the-latest-research-on-how-the-industry-is-embracing-the-future-of-work-based-on-insights-from-over-25000-consumers-business-buyers-and-professionals-worldwide" class=" h4 text-night text-left salesforce-sans-regular col-sm-12 col-md-12 col-lg-12 margin-0-top-sm margin--10-top-xs margin-10-right-lg margin-0-right-md margin-0-right-sm margin-0-bottom-sm margin-0-left-lg " style="; "> <span class=" header-text "> Fill out the form to get access to the latest research on how the industry is embracing the future of work, based on insights from over 25,000 consumers, business buyers, and professionals worldwide. </span> </h4> </div>  </div>  <form name="reg_form" method="post" class="form-builder-form margin-0-top-sm margin-15-right-sm sfdc-form-adaptive-label " data-sfdc-form="dynamic:true,signup:false,event:false,paginated:false,formType:lead,cookieRead:true,cookieWrite:true,closeTimeout:-1,minHeight:,disableDB:false,locale:en_us,submitEvent:"> <input type="hidden" name="skipForm" value="true"/> <input type="hidden" data-skip-form name="mcloudFormName" value="GLOB_MAIN_T2L1_OCMS_LCS1"/> <input type="hidden" data-skip-form name="conf_page"/> <input type="hidden" data-skip-form name="FormCampaignId" value="7013y000002NoBlAAK"/> <input type="hidden" data-skip-form name="Lead.Primary_Product_Interest__c" value="Lightning Platform"/> <input type="hidden" data-skip-form name="PartnerPromoCode" value="None"/> <input type="hidden" data-skip-form name="tab_campaign_id"/> <input type="hidden" data-skip-form name="formCategory"/> <input type="hidden" data-skip-form name="DriverCampaignId" value="70130000000sUVq"/> <input class="sr-hidden" type="text" name="Region__c" autocomplete="off" tabindex="-1" aria-hidden="true"/> <input class="sr-hidden" type="checkbox" name="validForm" autocomplete="off" tabindex="-1" aria-hidden="true"/> <div class="fields-container section"> <div class="fields-wrapper clearfix"> <div class="field-container-50"><div class="firstName textFieldInput section"> <div class="field "> <input id="UserFirstName" type="text" name="UserFirstName" aria-required="true" required="true"/> <label for="UserFirstName" class="placeholder"> First name </label> <span class="error-msg">Enter your first name</span> </div> </div> </div> <div class="field-container-50"><div class="lastName textFieldInput section"> <div class="field "> <input id="UserLastName" type="text" name="UserLastName" aria-required="true" required="true"/> <label for="UserLastName" class="placeholder"> Last name </label> <span class="error-msg">Enter your last name</span> </div> </div> </div> </div> </div> <div class="fields-container section"> <div class="fields-wrapper clearfix"> <div class="field-container-50"><div class="title textFieldInput section"> <div class="field "> <input id="UserTitle" type="text" name="UserTitle" aria-required="true" required="true"/> <label for="UserTitle" class="placeholder"> Job title </label> <span class="error-msg">Enter your title</span> </div> </div> </div> <div class="field-container-50"><div class="emailInput textFieldInput section"> <div class="field "> <input autocomplete="email" id="UserEmail" type="email" name="UserEmail" aria-required="true" required="true"/> <label for="UserEmail" class="placeholder"> Email </label> <span class="error-msg">Enter a valid email address</span> </div> </div> </div> </div> </div> <div class="fields-container section"> <div class="fields-wrapper clearfix"> <div class="field-container-50"><div class="company textFieldInput section"> <div class="field hide " data-db-field aria-hidden="true"> <input id="CompanyName" type="text" name="CompanyName" placeholder="Company" aria-required="true" required="true"/> <label for="CompanyName" class="placeholder"> Company </label> <span class="error-msg">Enter your company name</span> </div> </div> </div> <div class="field-container-50"><div class="companyEmployees selectFieldInput section"> <div class="field hide" data-db-field aria-hidden="true"> <select id="CompanyEmployees" name="CompanyEmployees" aria-required="true" required="true"> <option disabled label="Employees" selected value="">Employees</option> <option value="10">1 - 20 employees</option> <option value="95">21 - 200 employees</option> <option value="500">201 - 10,000 employees</option> <option value="15000">10,001+ employees</option> </select> <label for="CompanyEmployees" class="placeholder">Employees</label> <span class="error-msg">Select the number of employees</span> </div> </div> </div> </div> </div> <div class="fields-container section"> <div class="fields-wrapper clearfix"> <div class="field-container-50"><div class="phoneInput textFieldInput section"> <div class="field "> <input id="UserPhone" type="tel" name="UserPhone" aria-required="true" required="true"/> <label for="UserPhone" class="placeholder"> Phone </label> <span class="error-msg">Enter a valid phone number</span> </div> </div> </div> <div class="field-container-50"><div class="country-state-group section"> <div class="cntry-wrap section"> <div class="country_field selectFieldInput"> <div class="field "> <select id="CompanyCountry" name="CompanyCountry" aria-required="true" required="true"> <option disabled label="Country/Region" selected value="">Country/Region</option> </select> <label for="CompanyCountry" class="placeholder">Country/Region</label> <span class="error-msg">Select your country</span> </div> </div> </div> <div class="state-wrap section" style="display: none;"> <div class="state_field selectFieldInput"> <div class="field "> <select id="CompanyState" name="CompanyState" aria-required="false" required="false"> <option disabled label="State/Province" selected value="">State/Province</option> </select> <label for="CompanyState" class="placeholder">State/Province</label> <span class="error-msg">Select your state/province</span> </div> </div> </div> <div class="checkboxInput select-all section hide"> <div> <div class="field"> <input class="sr-only " type="checkbox" id="agree_to_all" name="agree_to_all" value="on"/> <div class="checkbox-ui" data-input-check></div> <div class="checkbox-ui-label"> Agree to all disclosures below. </div> </div> </div> </div></div> </div> </div> </div> <div class="checkboxInput section"> <div class="hide " aria-hidden="true " data-legal-type="optIn">  <div class="field"> <input class="sr-only" type="checkbox" id="Lead.InfoEmail__c" name="Lead.InfoEmail__c" value="Lead.InfoEmail__c"/> <div class="checkbox-ui" data-input-check></div> <div class="checkbox-ui-label"> Yes, I would like to receive marketing communications regarding Salesforce products, services, and events. I can unsubscribe at a later time. </div> </div> </div> </div> <div class="checkboxInput section"><div class="safeharbor-wrapper hide-checkbox"> <div data-legal-type="disclosure">  <div class="field"> <input class="sr-only" type="checkbox" id="Accept_Terms__c" name="Accept_Terms__c"/> <div class="checkbox-ui" data-input-check></div> <div class="checkbox-ui-label"> By registering I confirm that I have read and agree to the <a href="https://www.salesforce.com/company/privacy/full_privacy.jsp" target="_blank">Privacy Statement</a>. </div> <span class="safeharbor-err-msg error-msg-block"> This field is required. </span> </div> </div> </div></div> <div class="section"><div class="new"></div> </div><div class="iparys_inherited"><div class="form_fields_par iparsys parsys"></div> </div> <div style="display: none;" class="type-captcha section"><div class="field g-recaptcha"></div> <span class="error-msg">Please Complete Captcha</span> </div> <div class="hidden"> <input type="hidden" data-skip-form name="formResourcePath" value="{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}"/> </div> <div class="form_submit_button submitButton buttonCTAItemComponent parbase"> <button name="Get the Report" type="submit" class="submit btn btn-lg btn-primary salesforce-sans-regular btn-left ">Get the Report</button> </div> <div class="form-footer-wrap"> </div> <div class="control-rule-prevent-submit hidden"></div> </form> <div class="conf-content hidden" data-form-conf> <div class="bodyCopyComponent parbase section"><div class="margin-60-top-lg margin-0-top-xs text-size-default line-height-default col-lg-11 "> Thank you for downloading the Trends in Workflow Automation report. </div> </div> <div class="buttonCTAComponent parbase section"> <div class="margin-10-top-lg margin-30-bottom-lg margin-20-bottom-md margin-20-bottom-sm text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg btn-primary salesforce-sans-regular " aria-label="Download the Trends in Workflow Automation Report" data-content-replacement-close-color="sfdc-swap-button-day" href="//www.salesforce.com/content/dam/web/en_us/www/documents/platform/2021-trends-in-workflow-automation-report-2.pdf" target="_blank"> <span> Download now </span> </a> </div> </div> </div></div> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-3 col-md-3 col-lg-3"> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper column-container-component"> <div class="bg-snow bg-opacity">  </div> <div class="container"> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-1 col-md-1 col-lg-1"> </div> <div class="col text-left col-xs-12 col-sm-11 col-md-11 col-lg-11"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-9 col-md-9 col-lg-9"><div class="headingComponent parbase section"> <h2 id="step3" class=" h3 text-stratus text-left salesforce-sans-bold margin-40-top-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> 3. Improve team performance with deep portfolio insights and regular collaboration. </span> </h2> </div> <div class="bodyCopyComponent parbase section"><div class="margin-60-right-lg margin-0-right-md margin-40-bottom-lg text-size-default line-height-32 "> <p>The next step after giving advisors a complete view of client data is to provide them with relevant, actionable insights they can use to create better client experiences. This is particularly important for advisors and managers because client expectations are rising steeply.</p> <p>So, RBC Wealth Management added <a href="https://www.salesforce.com/products/crm-analytics/overview/">analytics</a> and <a href="https://www.salesforce.com/products/einstein/overview/">AI</a> to its CRM platform. Managers and executives can now view employee and branch performance by portfolio value, revenue, and active campaigns. Advisors have easy access to the insights they need and, importantly, recommended actions to take. For example, they can see if they’re overdue to contact a priority client and then set in motion an automated workflow to schedule a meeting immediately.</p> <p>This enhanced intelligence has delivered huge operational efficiencies. Advisors spend far less time dealing with internal processes and more time helping existing clients and growing the business.</p> <p><a href="https://www.salesforce.com/products/slack/overview/">Slack</a> allows RBC's tech teams more agility in how they collaborate internally. For example, operations teams can swarm around unclear or difficult service issues for faster case resolution. Additionally, individual team members can use Slack's self-select function in channels and conversations to filter incoming information by relevance to their work.</p> <p>Going forward, <a href="https://www.salesforce.com/products/slack-ai-automation/">Slack AI</a> will provide an easier way for RBC Wealth Management’s advisors to access and digest information, saving valuable time and closing deals even faster. The AI will help RBC quickly summarize client channel insights such as planning and retirement goals into highlights and recaps for quick follow-up. Thread summaries will also make it easy for advisors and their teams to catch up on any conversation in one click. When RBC Wealth Management team members have a question about servicing an account, Slack AI will deliver a clear, concise answer based on existing messages.</p> <p>RBC Wealth Management plans to round out its client-centric platform with an accessibl<a href="https://www.salesforce.com/products/marketing-cloud/overview/">e </a><a href="https://www.salesforce.com/products/marketing-cloud/overview/">digital marketing soluti</a>on across the organization. This should enable its marketing teams to create powerful, personalized campaigns while also helping other teams. Each advisor, for example, will have a more complete view of their clients’ journeys and, as a result, can personalize conversations and build longer-lasting relationships.</p> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="blockquoteComponent parbase section"><blockquote class="margin-40-bottom-lg quote-larger "> <p class="text-night"><span class="quote">“</span>To prepare for client meetings, advisors had to reference up to 26 different systems. It would take 3–4 hours to prepare for the meeting. Now, all the information advisors need is right there at the click of a button.”</p> <footer class="text-stratus footer-small margin---top-lg"> Greg Beltzer <span> | Head of Technology, RBC Wealth Management - U.S. </span> </footer> </blockquote> </div> <div class="bodyCopyComponent parbase section"><div class="margin-60-right-lg margin-0-right-md margin-40-bottom-lg text-size-default line-height-32 "> <p>Unifying teams on one platform also allows the firm to plan more strategically. For example, it is combining its strengths in the wealth management and capital markets to accelerate growth in the U.S. At an individual level, this gives financial advisors more opportunities to cross-sell, increasing their portfolios and the number of products per client.</p> <p>Good people and good decision-making are vital to grow any business. By standardizing on a modern digital platform, RBC Wealth Management now benefits from both.</p> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-2 col-md-2 col-lg-2"><div class="headingComponent parbase section"> <div class=" h2 text-night text-center salesforce-sans-regular margin-10-top-lg margin-0-top-sm margin--10-bottom-sm " style="; "> <svg style="background:url('/content/dam/web/global/icons/product/tableau-day.svg?version=1732328493187') no-repeat;" class="salesforce-icon cloud-icon-all " aria-hidden="true" alt=""> </svg> <span class=" header-text head-text "> </span> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"><div class="buttonCTAComponent parbase section"> <div class="margin-20-top-lg margin-0-top-sm text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg simple-link salesforce-sans-bold " data-content-replacement-close-color="sfdc-swap-button-day" href="/products/crm-analytics/overview/?d=cta-body-promo-574"> <span> Learn more about CRM Analytics <span class="salesforce-icon icon-sfdc-icon-right-arrow"></span> </span> </a> </div> </div> </div></div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"> </div> </div> <div class="row"> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-2 col-md-2 col-lg-2"><div class="headingComponent parbase section"> <div class=" h2 text-night text-center salesforce-sans-regular margin-10-top-lg margin-0-top-sm margin--10-bottom-sm " style="; "> <svg style="background:url('/content/dam/web/global/icons/product/analytics-day.svg?version=1732328493198') no-repeat;" class="salesforce-icon cloud-icon-all " aria-hidden="true" alt=""> </svg> <span class=" header-text head-text "> </span> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"><div class="buttonCTAComponent parbase section"> <div class="margin-20-top-lg margin-0-top-sm text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg simple-link salesforce-sans-bold " data-content-replacement-close-color="sfdc-swap-button-day" href="/products/einstein/overview/?d=cta-body-promo-575"> <span> Learn more about Salesforce Einstein <span class="salesforce-icon icon-sfdc-icon-right-arrow"></span> </span> </a> </div> </div> </div></div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"> </div> </div> <div class="row"> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-2 col-md-2 col-lg-2"><div class="headingComponent parbase section"> <div class=" h2 text-night text-center salesforce-sans-regular margin-10-top-lg margin-0-top-sm margin--10-bottom-sm " style="; "> <svg style="background:url('/content/dam/web/global/icons/product/marketing-day.svg?version=1732328493208') no-repeat;" class="salesforce-icon cloud-icon-all " aria-hidden="true" alt=""> </svg> <span class=" header-text head-text "> </span> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"><div class="buttonCTAComponent parbase section"> <div class="margin-20-top-lg margin-0-top-sm text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg simple-link salesforce-sans-bold " data-content-replacement-close-color="sfdc-swap-button-day" href="/products/marketing-cloud/overview/?d=cta-body-promo-576"> <span> Learn more about Marketing Cloud <span class="salesforce-icon icon-sfdc-icon-right-arrow"></span> </span> </a> </div> </div> </div></div> </div> <div class="col text-left col-xs-12 col-sm-5 col-md-5 col-lg-5"> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> <div class="headingComponent parbase section"> <h2 id="step4" class=" h3 text-stratus text-left salesforce-sans-bold margin-40-top-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> 4. Attract the best advisors and grow the business with a data-driven culture. </span> </h2> </div> <div class="bodyCopyComponent parbase section"><div class="margin-60-right-lg margin-0-right-md margin-40-bottom-lg text-size-default line-height-32 "> RBC Wealth Management’s investment in a client-first digital platform has equipped its wealth management advisors with the insights and tools they need to succeed. Additionally, RBC is able to attract new talent due to its innovative employee onboarding and workflow processes. RBC Wealth Management is a desirable place to work, which is particularly vital in the financial services sector, where advisors tend to change jobs regularly. And with a unified platform for open communication across teams, RBC continues to foster a culture of collaboration and transparency. </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid margin-60-bottom-lg margin-60-bottom-xs column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="blockquoteComponent parbase section"><blockquote class="margin-40-bottom-lg margin-10-bottom-sm quote-larger "> <p class="text-night"><span class="quote">“</span>We surveyed advisors who did not come to RBC, and one in four said it was because of the legacy technology. That all changed when we moved to Salesforce.”</p> <footer class="text-stratus footer-small margin---top-lg"> Greg Beltzer <span> | Head of Technology, RBC Wealth Management - U.S. </span> </footer> </blockquote> </div> <div class="bodyCopyComponent parbase section"><div class="margin-60-top-xs text-size-default line-height-32 "> <p>Unifying teams on one platform also allows RBC Wealth Management to plan more strategically. For example, it is combining its strengths in the wealth management and capital markets to accelerate growth in the U.S. At an individual level, this gives financial advisors more opportunities to cross-sell, increasing their portfolios and the number of products per client.</p> <p>Good people and good decision-making are vital to grow any business. By standardizing on a modern digital platform, RBC Wealth Management now benefits from both.</p> </div> </div> </div> </div> <div class="row"> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="bodyCopyComponent parbase section"><div class="margin-40-top-lg margin-60-right-lg margin-0-right-md margin-10-bottom-lg text-size-default line-height-32 "> Get our <a href="https://www.salesforce.com/form/other/role-based-newsletter/?d=cta-body-promo-1131" target="_blank">bi-weekly newsletter</a> for tips and insights tailored to your role. </div> </div> </div> </div> <div class="row"> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-4 col-sm-2 col-md-2 col-lg-2"><div class="imageComponent parbase section"> <div class=" image-link"> <img class="lazy img-responsive " alt="Customer 360 Icon" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/customer-stories/IBM/customer-360-icon.png"/> </div> </div> </div> <div class="col text-left col-xs-4 col-sm-10 col-md-10 col-lg-10"><div class="buttonCTAComponent parbase section"> <div class="margin-20-top-lg margin-10-top-md margin-10-top-sm margin-10-top-xs text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg simple-link salesforce-sans-bold " data-content-replacement-close-color="sfdc-swap-button-day" href="https://salesforcecustomer360.herokuapp.com/?d=cta-body-promo-721" target="_blank"> <span> Get started with Einstein 1, the #1 AI CRM <span class="salesforce-icon icon-sfdc-icon-right-arrow"></span> </span> </a> </div> </div> </div></div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-3 col-md-3 col-lg-3"> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" hidden-sm hidden-md hidden-lg columns-wrapper column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="container"> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="headingComponent parbase section"> <div id="related-content" class=" h3 text-night text-left salesforce-sans-bold margin-30-top-lg margin-30-top-xs margin-20-bottom-lg margin-10-bottom-xs " style="; "> <span class=" header-text "> Related Content </span> </div> </div> <div class="barComponent parbase section"><div class="margin-20-top-lg margin-20-bottom-lg bg-karl-the-fog bar-align-center " style="height:2px;width:100%;"></div> </div> <div class="cardComponent parbase section"> <div class="thumbnail bg-snow "> <div class="thumbnail-content thumbnail-linked" data-href="https://www.salesforce.com/blog/automate-business-processes/?d=cta-right-rail-1"> <a href="https://www.salesforce.com/blog/automate-business-processes/?d=cta-right-rail-1" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs"></a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/article/royal-bank-of-canada/automate-business-processes-hed-img.jpg"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <p id="blog" class=" h5 text-altostratus text-left salesforce-sans-bold margin-10-right-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> Blog </span> </p> </div> <div class="headingComponent parbase section"> <p id="95-of-it-leaders-fuel-productivity-with-automation-see-why" class=" h4 text-cirrus text-left salesforce-sans-regular " style="; "> <span class=" header-text "> 95% of IT Leaders Fuel Productivity With Automation — See Why </span> </p> </div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="https://www.salesforce.com/blog/automate-business-processes/"></a> </div> </div> </div> </div> <div class="cardComponent parbase section"> <div class="thumbnail margin-40-top-lg bg-snow "> <div class="thumbnail-content thumbnail-linked" data-href="/solutions/industries/financial-services/wealth-management/accelerate-transformation/?d=cta-right-rail-2"> <a href="/solutions/industries/financial-services/wealth-management/accelerate-transformation/?d=cta-right-rail-2" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs"></a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/industries/energy/energy-new-design/FINS-RC-1200x675.png"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <p id="topic" class=" h5 text-altostratus text-left salesforce-sans-bold margin-10-right-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> Topic </span> </p> </div> <div class="headingComponent parbase section"> <p id="how-to-fast-forward-wealth-and-asset-management-innovation-to-build-trusted-relationships" class=" h4 text-cirrus text-left salesforce-sans-regular " style="; "> <span class=" header-text "> How to Fast-forward Wealth and Asset Management Innovation to Build Trusted Relationships </span> </p> </div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="/solutions/industries/financial-services/wealth-management/accelerate-transformation/"></a> </div> </div> </div> </div> <div class="cardComponent parbase section"> <div class="thumbnail margin-40-top-lg margin-30-bottom-xs bg-snow "> <div class="thumbnail-content thumbnail-linked" data-href="/resources/articles/recruitmilitary-connects-veterans-to-employment-by-automating-job-matching/?d=cta-right-rail-3"> <a href="/resources/articles/recruitmilitary-connects-veterans-to-employment-by-automating-job-matching/?d=cta-right-rail-3" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs"></a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/article/recruitmilitary-connects-veterans-to-employment-by-automating-job-matching/og-image-recruitmilitary.jpg"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <p id="customer-story" class=" h5 text-altostratus text-left salesforce-sans-bold margin-10-right-lg margin-10-bottom-lg " style="; "> <span class=" header-text "> Customer Story </span> </p> </div> <div class="headingComponent parbase section"> <p id="how-recruitmilitary-connects-more-veterans-to-employment-by-automating-job-matching" class=" h4 text-cirrus text-left salesforce-sans-regular " style="; "> <span class=" header-text "> How RecruitMilitary Connects More Veterans to Employment by Automating Job Matching </span> </p> </div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="/resources/articles/recruitmilitary-connects-veterans-to-employment-by-automating-job-matching/"></a> </div> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper column-container-component"> <div class="bg-snow bg-opacity">  </div> <div class="container"> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-12 col-lg-12"><div class="headingComponent parbase section"> <h3 id="more-resources" class=" h3 text-night text-left salesforce-sans-bold margin-40-top-lg margin-40-top-sm margin-30-bottom-lg margin-0-bottom-xs " style="; "> <span class=" header-text "> More Resources </span> </h3> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper margin-0-bottom-sm column-container-component"> <div class="bg-snow bg-opacity">  </div> <div class="container"> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-4 col-md-4 col-lg-4"><div class="cardComponent parbase section"> <div class="thumbnail margin-0-top-lg margin-40-top-xs margin-60-bottom-lg margin-40-bottom-xs bg-snow "> <div class="thumbnail-content thumbnail-linked" data-href="/resources/research-reports/trends-in-workflow-automation/?d=cta-bottom-row-1"> <a href="/resources/research-reports/trends-in-workflow-automation/?d=cta-bottom-row-1" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs" title="Trends in Workflow Automation">Trends in Workflow Automation</a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resources/customer-stories/RBC/bottom-card-1.png"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <p id="report" class=" h5 text-altostratus text-left salesforce-sans-bold margin-10-top-lg margin-10-top-md margin-10-top-sm margin-10-top-xs margin-10-bottom-lg " style="; "> <span class=" header-text "> Report </span> </p> </div> <div class="headingComponent parbase section"> <p id="trends-in-workflow-automation" class=" h3 text-cirrus text-left salesforce-sans-regular hidden-xs margin-10-bottom-lg sales-head-1" style="; " data-equalize="sales-head-1"> <span class=" header-text "> Trends in Workflow Automation </span> </p> </div> <div class="headingComponent parbase section"> <p id="trends-in-workflow-automation" class=" h4 text-cirrus text-left salesforce-sans-regular hidden-sm hidden-md hidden-lg margin-10-bottom-lg sales-head-1" style="; " data-equalize="sales-head-1"> <span class=" header-text "> Trends in Workflow Automation </span> </p> </div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="/resources/research-reports/trends-in-workflow-automation/">Trends in Workflow Automation</a> </div> </div> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-4 col-md-4 col-lg-4"><div class="cardComponent parbase section"> <div class="thumbnail margin-0-top-lg margin-60-bottom-lg margin-40-bottom-xs bg-snow " data-qe="TRACK_CUSTOMLINK_trailhead-flows-builder"> <div class="thumbnail-content thumbnail-linked" data-href="https://trailhead.salesforce.com/en/content/learn/trails/build-flows-with-flow-builder?&utm_source=sfdc&utm_medium=web-landing-page&utm_campaign=trailhead" data-new-window="true"> <a href="https://trailhead.salesforce.com/en/content/learn/trails/build-flows-with-flow-builder?&utm_source=sfdc&utm_medium=web-landing-page&utm_campaign=trailhead" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs" target="_blank"></a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/videos/platform-quick-tips/automate-your-business-process-with-lightning-flow-thumb.png"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <p id="trail" class=" h5 text-altostratus text-left salesforce-sans-bold margin-10-top-lg margin-10-top-md margin-10-top-sm margin-10-top-xs margin-10-bottom-lg " style="; "> <span class=" header-text "> Trail </span> </p> </div> <div class="headingComponent parbase section"> <p id="how-to-build-flows-with-flow-builder" class=" h3 text-cirrus text-left salesforce-sans-regular hidden-xs margin-10-bottom-lg sales-head-1" style="; " data-equalize="sales-head-1"> <span class=" header-text "> How to Build Flows with Flow Builder </span> </p> </div> <div class="headingComponent parbase section"> <p id="how-to-build-flows-with-flow-builder" class=" h4 text-cirrus text-left salesforce-sans-regular hidden-sm hidden-md hidden-lg margin-10-bottom-lg sales-head-1" style="; " data-equalize="sales-head-1"> <span class=" header-text "> How to Build Flows with Flow Builder </span> </p> </div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="https://trailhead.salesforce.com/en/content/learn/trails/build-flows-with-flow-builder?&utm_source=sfdc&utm_medium=web-landing-page&utm_campaign=trailhead"></a> </div> </div> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-4 col-md-4 col-lg-4"><div class="cardComponent parbase section"> <div class="thumbnail margin-0-top-lg margin-40-top-xs margin-60-bottom-lg margin-40-bottom-xs bg-snow "> <div class="thumbnail-content thumbnail-linked" data-href="/form/industries/financial-services/rbc-wealth-management/?d=cta-bottom-row-3" data-new-window="true"> <a href="/form/industries/financial-services/rbc-wealth-management/?d=cta-bottom-row-3" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs" title="Learn how RBC Wealth Management transformed with digital technology designed to reduce costs and boost advisor productivity." target="_blank">Learn how RBC Wealth Management transformed with digital technology designed to reduce costs and boost advisor productivity.</a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resources/customer-stories/RBC/bottom-card-3.png"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <p id="case-study" class=" h5 text-altostratus text-left salesforce-sans-bold margin-10-top-lg margin-10-top-md margin-10-top-sm margin-10-top-xs margin-10-bottom-lg " style="; "> <span class=" header-text "> Case Study </span> </p> </div> <div class="headingComponent parbase section"> <p id="see-more-details-about-how-rbc-wealth-management-digitally-transformed" class=" h3 text-cirrus text-left salesforce-sans-regular hidden-xs margin-10-bottom-lg sales-head-1" style="; " data-equalize="sales-head-1"> <span class=" header-text "> See More Details About How RBC Wealth Management Digitally Transformed </span> </p> </div> <div class="headingComponent parbase section"> <p id="see-more-details-about-how-rbc-wealth-management-digitally-transformed" class=" h4 text-cirrus text-left salesforce-sans-regular hidden-sm hidden-md hidden-lg margin-10-bottom-lg sales-head-1" style="; " data-equalize="sales-head-1"> <span class=" header-text "> See More Details About How RBC Wealth Management Digitally Transformed </span> </p> </div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="/form/industries/financial-services/rbc-wealth-management/">Learn how RBC Wealth Management transformed with digital technology designed to reduce costs and boost advisor productivity.</a> </div> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="referenceComponent reference parbase section"><div class="cq-dd-paragraph"><div class="columncontainer_773f columnContainer parbase"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper column-container-component"> <div class="bg-rain bg-opacity">  </div> <div class="container"> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-3 col-lg-3"><div class="spacerComponent parbase section"><div class="spacer hidden-xs hidden-sm hidden-lg" style="height:5px;"></div> </div> <div class="imageComponent parbase section"> <div class=" image-link"> <img class="lazy img-responsive hidden-xs hidden-sm margin--10-top-lg margin-80-top-md margin-60-top-sm " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/RC-RBN-footer-banner-fg.png"/> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-12 col-md-9 col-lg-9"><div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" hidden-md columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-8 col-lg-8"><div class="headingComponent parbase section"> <h2 id="get-timely-updates-and-fresh-ideas-delivered-to-your-inbox" class=" avantgarde-lgr text-stratus text-center avant-garde-demi col-md-12 col-lg-12 margin-40-top-lg margin-30-top-sm margin-20-bottom-lg margin-10-bottom-md margin-20-bottom-sm " style="; "> <span class=" header-text "> Get timely updates and fresh ideas delivered to your inbox. </span> </h2> </div> <div class="buttonCTAComponent parbase section"> <div class="margin-20-bottom-sm text-center "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg btn-primary salesforce-sans-regular " aria-label="Sign up now for newsletters" data-content-replacement-close-color="sfdc-swap-button-day" href="/form/other/role-based-newsletter/?d=cta-footer-57" target="_blank"> <span> Sign up now </span> </a> </div> </div> </div></div> </div> <div class="col text-left col-xs-12 col-sm-12 col-md-4 col-lg-4"><div class="spacerComponent parbase section"><div class="spacer hidden-xs hidden-sm" style="height:10px;"></div> </div> <div class="imageComponent parbase section"> <div class=" image-link"> <img class="lazy img-responsive hidden-xs hidden-sm margin-80-top-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/RC-RBN-footer-banner-fg-right.png"/> </div> </div> </div> </div> <div class="row"> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" hidden-xs hidden-sm hidden-lg columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500"> <div class="col text-left col-xs-12 col-sm-12 col-md-9 col-lg-9"><div class="headingComponent parbase section"> <h2 id="get-timely-updates-and-fresh-ideas-delivered-to-your-inbox" class=" avantgarde-lgr text-stratus text-center avant-garde-demi col-md-12 col-lg-12 margin-40-top-lg margin-20-bottom-lg margin-10-bottom-md margin-20-bottom-sm " style="; "> <span class=" header-text "> Get timely updates and fresh ideas delivered to your inbox. </span> </h2> </div> <div class="buttonCTAComponent parbase section"> <div class="margin-20-bottom-sm text-center "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a class="btn btn-lg btn-primary salesforce-sans-regular " aria-label="Sign up now for newsletters" data-content-replacement-close-color="sfdc-swap-button-day" href="/form/other/role-based-newsletter/?d=cta-footer-57" target="_blank"> <span> Sign up now </span> </a> </div> </div> </div></div> </div> <div class="col text-left col-xs-12 col-sm-12 col-md-3 col-lg-3"><div class="spacerComponent parbase section"><div class="spacer hidden-xs hidden-sm" style="height:50px;"></div> </div> <div class="imageComponent parbase section"> <div class=" image-link"> <img class="lazy img-responsive hidden-xs hidden-sm margin-80-top-lg img-bleed-right " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/RC-RBN-footer-banner-fg-right.png"/> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> </div> </div> </div> <div class="modal fade main-modal" id="mainModal" data-keyboard="true" role="dialog" aria-modal="true"> <div class="modal-dialog"> <div class="modal-content"> <button type="button" class="close" data-dismiss="modal" aria-label="Close"><span aria-hidden="true" class="icon-sfdc-icon-x h3"></span></button> <div class="modal-body"></div> </div> </div> </div> <div id="aem-c360-footer"> <hgf-footer home-href="us" legal-only="false" origin="https://wp.salesforce.com/en-us/wp-json"></hgf-footer> </div> <script src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_analytics_bottom.min.js"></script> <script src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_evergage.min.js"></script> <div class="hidden" data-load-libs="commonlyUsed"></div> <div class="hidden" data-load-libs="dropPanelContainer"></div> <div class="hidden" data-load-libs="formContainerV2"></div> <script type="module" src="https://a.sfdcstatic.com//digital/@sfdc-www/clientlibs-web-components/v1-stable/attribution.js"></script> <span class="hidden data-runmode" data-runmode-ispublish="true" data-runmode-isprod="true" data-runmode-isnonprod="false" data-runmode-isstaging="false"></span> <script type="text/javascript" src="//www.salesforce.com/etc.bundles/sfdc-www/bundles/vendors~scriptloader.bundle.914d89992c829da7cb32.js"></script><script type="text/javascript" src="//www.salesforce.com/etc.bundles/sfdc-www/bundles/scriptloader.bundle.914d89992c829da7cb32.js"></script><script type="text/javascript" src="//www.salesforce.com/etc.bundles/sfdc-www/bundles/vendors~utils~webpack-script-manifest-SfdcWwwBaseCnc-js~webpack-script-manifest-commonlyUsed-js~webp~72b17f21.bundle.914d89992c829da7cb32.js"></script><script type="text/javascript" src="//www.salesforce.com/etc.bundles/sfdc-www/bundles/vendors~utils~webpack-script-manifest-SfdcWwwBaseCnc-js~webpack-script-manifest-commonlyUsed-js~webp~8dbeef75.bundle.914d89992c829da7cb32.js"></script><script type="text/javascript" src="//www.salesforce.com/etc.bundles/sfdc-www/bundles/utils.bundle.914d89992c829da7cb32.js"></script> <script type="text/javascript"> window.sfdcBase = window.sfdcBase || {}; if (!sfdcBase.env) window.sfdcBase.env = ({ 'www.salesforce.com': 'PROD', 'www-uat1.salesforce.com': 'UAT', 'www-uat2.salesforce.com': 'UAT', 'www-perf.salesforce.com': 'PERF', 'www-qa1.salesforce.com': 'QA', 'www-qa2.salesforce.com': 'QA', 'www-int.salesforce.com': 'INT', })[location.hostname] ?? 'PROD'; window.sfdcBase.locale="en-us"; window.sfdcBase.chat = window.sfdcBase.chat || {}; window.sfdcBase.chat.preventChat=false; </script> <style> .sf-call { bottom: 91px; position: fixed; right: 30px; z-index: 105 } .call-btn-wrapper { display: none!important } .call-btn-wrapper a,a:active,a:focus,a:hover { text-decoration: none } @media(max-width: 767px) { .call-btn-wrapper { background-color:var(--hgf-g-blue-vibrant-50); border-radius: 50%; display: block!important; height: 60px; margin-bottom: 9px; width: 60px } .call-btn-wrapper a.btn { background-image: url(https://www.salesforce.com/etc/clientlibs/sfdc-www/clientlibs_www_livechat/img/call-icon.svg); background-position: 50%; background-repeat: no-repeat; border: none; cursor: pointer; display: block; height: 100%; touch-action: manipulation; width: 100% } } </style> <div class="sf-call"> <div class="call-btn-wrapper"> <a class="btn" href="tel:1-800-664-9073" aria-label="Call Us"></a> </div> </div> <script defer src="https://a.sfdcstatic.com/digital/xsf/components/v1-stable/miaw.js"></script> <script type="text/javascript" src="/bXoXenrq0/hFX/hgh/lFGLWUti-3OI/m17LwhuG3XVw5m/OE9CMGI1/RDZxY0/k3JDg"></script><link rel="stylesheet" type="text/css" href="/bXoXenrq0/hFX/hgh/lFGLWUti-3OI/Nz7L/JUc2MGI1/MXF-dw/xxJU5X"> <script src="/bXoXenrq0/hFX/hgh/lFGLWUti-3OI/Nz7L/JUc2MGI1/JXBJKU/pTHwQp" async defer></script> <div id="sec-overlay" style="display:none;"> <div id="sec-container"> </div> </div></body> </html>

CINXE.COM

RBC Wealth Management wows new clients with onboarding in 24 minutes. - Salesforce.com