Advisors spent hours digging through scattered docs. AI now drafts instant meeting briefs, saving 60 minutes per session.
The fifth-largest wealth management provider in the U.S. employs 2,200 financial advisors managing $689 billion in assets.
Advisors spent hours manually digging through disconnected knowledge articles, market analyses, and client plans to answer questions or prepare for...
“You don’t want AI managing your finances, but if you have a quick question or want to update your address, that should be simple. Agentforce is freeing up our advisors to focus on deeper engagement.”
RBC Wealth Management's Client meeting preparation is part of this use case:
Wealth management, investment planning, and private banking for individuals.
AI-powered CRM platform for sales, service, marketing, and commerce teams.
Related implementations across industries and use cases
Manual note entry bottlenecked sales. Now, wholesalers dictate to an AI agent that auto-logs summaries and triggers follow-ups instantly.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
Managers spent hours synthesizing reports. AI now drafts briefings 90% faster, saving sales teams an hour daily.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
Associates spent days building 50-tab models. Now, AI links sheets and verifies logic, cutting spread prep from 8 hours to 1.
Complex approvals delayed digital services for 74M customers. Now, business teams use low-code tools to launch specialized AI agents.
Agents typed furiously while customers waited on hold. AI now summarizes calls, saving the team 250,000 hours annually.
Sellers dug through scattered records for pricing and contracts. Now, they ask a voice AI to instantly generate visual dashboards.
Sellers lost hours to manual research. AI agents now generate instant meeting briefs and follow-up emails, cutting prep time to minutes.
Advisors spent hours digging through scattered docs. AI now drafts instant meeting briefs, saving 60 minutes per session.
The fifth-largest wealth management provider in the U.S. employs 2,200 financial advisors managing $689 billion in assets.
Advisors spent hours manually digging through disconnected knowledge articles, market analyses, and client plans to answer questions or prepare for...
“You don’t want AI managing your finances, but if you have a quick question or want to update your address, that should be simple. Agentforce is freeing up our advisors to focus on deeper engagement.”
RBC Wealth Management's Client meeting preparation is part of this use case:
Wealth management, investment planning, and private banking for individuals.
AI-powered CRM platform for sales, service, marketing, and commerce teams.
Related implementations across industries and use cases
Manual note entry bottlenecked sales. Now, wholesalers dictate to an AI agent that auto-logs summaries and triggers follow-ups instantly.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
Managers spent hours synthesizing reports. AI now drafts briefings 90% faster, saving sales teams an hour daily.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
Associates spent days building 50-tab models. Now, AI links sheets and verifies logic, cutting spread prep from 8 hours to 1.
Complex approvals delayed digital services for 74M customers. Now, business teams use low-code tools to launch specialized AI agents.
Agents typed furiously while customers waited on hold. AI now summarizes calls, saving the team 250,000 hours annually.
Sellers dug through scattered records for pricing and contracts. Now, they ask a voice AI to instantly generate visual dashboards.
Sellers lost hours to manual research. AI agents now generate instant meeting briefs and follow-up emails, cutting prep time to minutes.