“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.” — Greg Beltzer, Head of Technology, RBC Wealth Management - U.S.
Our COO explains how your business can get the most value from its technology while moving fast and minimizing risk.
Watch how we use our own products to drive value for our business — and how you can do the same.