RBC Wealth Management replaced cumbersome, paper-based onboarding with a digital, customer-first experience using low-code automation and custom workflows built on Salesforce. Automated case management reduced onboarding time from weeks to an average of 24 minutes, providing employees a 360-degree client view and improving first impressions.
- Onboarding time reduced from weeks to 24 minutes
- Improved client experience and first impressions
- Increased operational efficiency
Manual, paper-based onboarding was slow, error-prone, and lacked client-centricity
Developed low-code automated workflows and case management integrated with Salesforce CRM for seamless onboarding
- Drastically faster onboarding
- Enhanced client satisfaction
- More efficient employee workflows and data access
