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.
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.
SOWs required manually merging data from four systems. Gemini agents now synthesize drafts, cutting manual work by up to 75%.
Strict privacy rules prevented sending raw call transcripts to AI. Now, an automated system safely strips and restores sensitive data.
Analyzing 200-page reports took senior reps hours. Now, AI extracts key insights, empowering any sales rep to build tailored client decks.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
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.
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.
SOWs required manually merging data from four systems. Gemini agents now synthesize drafts, cutting manual work by up to 75%.
Strict privacy rules prevented sending raw call transcripts to AI. Now, an automated system safely strips and restores sensitive data.
Analyzing 200-page reports took senior reps hours. Now, AI extracts key insights, empowering any sales rep to build tailored client decks.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
A new SUV launch generated massive lead surges. AI voice agents handled initial outbound calls, routing high-intent leads to human dealers.