RBC Wealth Management onboards customers in 24 minutes
公司规模
Large Corporate
地区
- America
国家
- United States
产品
- MuleSoft’s Anypoint Platform
技术栈
- APIs
- Salesforce Financial Service Cloud
- Docupase
- Fenergo
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Productivity Improvements
技术
- 应用基础设施与中间件 - API 集成与管理
- 平台即服务 (PaaS) - 连接平台
适用行业
- 金融与保险
适用功能
- 商业运营
用例
- 预测性维护
- 供应链可见性(SCV)
服务
- 系统集成
- 软件设计与工程服务
关于客户
RBC Wealth Management is a division of RBC Capital Markets, founded in 1909. The company has $379 billion in total client assets and operates with more than 2,000 financial advisors in 179 locations across 42 states in the United States. The company is focused on providing a seamless wealth management experience to its customers and advisors. To remain competitive in the financial services industry, RBC Wealth Management is committed to embracing digital transformation and improving its customer experience.
挑战
RBC Wealth Management, a division of RBC Capital Markets, was facing challenges in delivering a world-class customer experience. The company, which has over $379 billion in total client assets and more than 2,000 financial advisors operating in 179 locations across 42 states in the US, needed to further embrace digital to remain competitive. However, achieving these goals proved difficult as RBC needed to unlock critical customer and financial data in siloed legacy systems and integrate that data with modern cloud and on-premises applications across the organization for a single customer view. The company's objectives included automating and connecting siloed legacy systems to digitize paper-based onboarding processes, building a single customer view and improving financial advisor productivity by integrating legacy data with cloud and on-premise systems, and launching a client service portal that streamlines the customer experience.
解决方案
RBC Wealth Management adopted MuleSoft’s Anypoint Platform to automate and digitize the paper- and mail-based processes for opening a bank account. The company built reusable APIs to unlock and integrate siloed data in LexisNexis, the bank’s client database, and other on-premises, legacy, and cloud systems. This enabled the company to completely digitize the onboarding and account opening process, significantly improving the customer and service experience by reducing the need for manual data entry. After revamping the onboarding process, the RBC team built a single view of their customers’ households via a client service portal. They reused the Accounts API, Clients API, and Documents API from their onboarding project to connect Docupase, Fenergo, and Salesforce Financial Service Clouds, and other systems to build a single customer view. The integration of these systems significantly improved productivity by enabling financial advisors to update client information and respond to client requests.
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