RBC Wealth Management consolidated client data from 26 separate systems onto Salesforce, letting advisors open accounts in one click instead of three to seven days. Nearly 5,000 employees now work on a single platform, and solutions that once took months ship in weeks.
Questions this video answers
Up to 26 different systems.
Three to seven days.
Within weeks.
Close to 5,000 employees.
Customer360.
Chapters
When you think about someone that has to deal with a lot of data, that's a talent, that's an art. That's why I need Rohit.
My inspiration for technology comes from my mom. She made sure that joysticks and keyboards were my early toys.
His ability to understand the nuances of the data, he's a master at it. I always love to give him the toughest problems because I just want to see how he's going to solve it.
I get my ideas out in two ways. One is long hardshahs and second one would be playing tennis. So as I'm on the court, I'm thinking out of the box.
So when I came to art, rbc, us wealth, I knew I needed a copilot to do that large digital transformation.
Prior to us implementing Customer360, our advisors used to swivel around different monitors to gather their clients data.
Up to 26 different systems to pull that data. It's tying together that information that's critical.
Previous technologies would take months or years. In Salesforce, within weeks we are ready with a solution. Incredible.
Before, it would take easily three to seven days to open up a new account. And now the advisor with basically one click. That's what Salesforce helps to enable.
All the automation that we can build for them, we can make their lives easier.
We have close to 5,000 employees and everyone's on Salesforce. We're all on one platform so everyone's looking at the same information.
Be open to learn. Be open to learning new things. My name is Rohit Gupta and I'm a trailblazer.
