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RBC Wealth Management – U.S.

Putting people first for a thriving financial future

For more than a century, RBC Wealth Management – U.S.’s dedication to putting their clients first has made them one of the most trusted names in finance. With a new CRM, we helped them keep it that way.


RBC knows that wealth management is about a lot more than just money. A great financial advisor needs to have a deep understanding of their clients’ lives, careers, and goals to build portfolios and plans that fit those clients’ individual needs. But a steady accumulation of technology solutions was making it more and more difficult for financial advisors to manage the interpersonal relationships that were key to customer loyalty. They turned to Deloitte Digital and Salesforce to help them build a new advisor platform with a holistic, centralized view of the client, robust client support capabilities, enhanced reporting features, and tools to empower collaboration between and within teams.

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Deloitte Digital and RBC Wealth Management – U.S. worked hand-in-hand on a company-wide Financial Services Cloud (FSC) implementation that leveraged out-of-the-box capabilities, Deloitte’s accelerators, and Deloitte’s deep Salesforce knowledge to build a flexible, intuitive solution custom-tailored for RBC’s way of doing business. The team was able to create one centralized solution that gives financial advisors instant access to the client information they need. And with Einstein Analytics, RBC now has the ability to build dynamic home pages for financial advisors, client associations, and management users, with data visualizations that bring key insight to the forefront.


In just a few short months, Deloitte Digital transformed RBC Wealth Management – U.S.’s day-to-day operations using Salesforce. A holistic client view gives financial advisors the ability to act quickly in the moments that matter most. A “single-button” solution saves hours of prep time for client calls and enabling more personalized relationships. And newfound agility is ensuring their customers are in good hands, even in times of economic uncertainty. Post go-live, Deloitte Digital and RBC continue to elevate the advisor experience with added desktop tools and a mobile solution that gives advisors the flexibility they need to build trusted relationships with clients wherever they are.


different solutions combined into one CRM


increase in daily Salesforce logins


increase in opportunity pipeline

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“Before we implemented our Salesforce solution, sales assistants would have to spend 3–4 hours preparing for a client meeting. Now all the information financial advisors need is right there at the click of a button.”

Greg Beltzer, Head of Technology - RBC Wealth Management – U.S.


From 26 systems to one button in just 6 months