WEALTH AND ASSET MANAGEMENT

Modernize client and advisor experiences with Client 360.

 

Here’s how we power wealth and asset management innovation.

 

Improve client and advisor experiences.

Maximize operational efficiency with automation and deliver modern client experiences from engagement and onboarding to ongoing relationship management.

Deliver premium service every time.

Build trusted client relationships from day one with timely, personalized experiences on any channel and at every touchpoint.

Put your data to work with AI.

Stop foraging for answers and let AI help you anticipate opportunities, recognize unmet client needs, and recommend next best actions.
 
 

See how RBC Wealth Management transformed advisor productivity.

Before Salesforce, advisors experienced a lot of friction, and it was difficult to aggregate data. Advisors would spend hours preparing for client meetings. We now have a one-stop shop for advisors.”

GREG BELTZER, HEAD OF TECHNOLOGY, RBC WEALTH MANAGEMENT
 

Challenges, meet solutions.

Get the specialized technology your firm needs most to thrive and grow.
 

Modernize Advisor Experiences

Turn client data into actionable insights so advisory teams can proactively deliver personalized advice at scale that earns client trust. Unlock growth potential with new client opportunities and referral networks.
 

Learn more about wealth and asset management transformation.

 

Report

Wealth and Asset Management 4.0

Blog

How Financial Advisors Can Use AI To Find New Clients Faster.