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.”
Wealth management, investment planning, and private banking for individuals.
AI-powered CRM platform for sales, service, marketing, and commerce teams.
RBC Wealth Management's Client meeting preparation is part of this use case:
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.
Maintaining bespoke infrastructure for compliance delayed rollouts. A unified platform now lets the team launch secure AI agents in weeks.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
Concierge reps juggled admin while driving. Now, they dictate notes for agents to auto-log deals and schedule pickups instantly.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
Staff manually combed 350K+ documents scattered across legacy SharePoint. Now, AI semantic search instantly retrieves exact answers.
Sellers dug through scattered records for pricing and contracts. Now, they ask a voice AI to instantly generate visual dashboards.
A new SUV launch generated massive lead surges. AI voice agents handled initial outbound calls, routing high-intent leads to human dealers.
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.”
Wealth management, investment planning, and private banking for individuals.
AI-powered CRM platform for sales, service, marketing, and commerce teams.
RBC Wealth Management's Client meeting preparation is part of this use case:
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.
Maintaining bespoke infrastructure for compliance delayed rollouts. A unified platform now lets the team launch secure AI agents in weeks.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
Concierge reps juggled admin while driving. Now, they dictate notes for agents to auto-log deals and schedule pickups instantly.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
Staff manually combed 350K+ documents scattered across legacy SharePoint. Now, AI semantic search instantly retrieves exact answers.
Sellers dug through scattered records for pricing and contracts. Now, they ask a voice AI to instantly generate visual dashboards.
A new SUV launch generated massive lead surges. AI voice agents handled initial outbound calls, routing high-intent leads to human dealers.