Case Study: RBC Wealth Management boosts client acquisition with Buzz

Using Buzz for automated outreach and social selling boosted client acquisition

RBC Dominion Securities, a leading Canadian wealth management firm, faced significant challenges in scaling its business development efforts. The team's manual outreach processes were time-consuming, limiting their ability to pursue new clients, and they lacked effective tools for automation and analytics. RBC turned to Buzz and its platform for automated outreach and social selling to address these issues.

By implementing Buzz’s solution, RBC automated its outreach, which saved the team hundreds of hours and allowed them to focus on high-priority tasks. The platform provided essential at-a-glance analytics on engagement, enabling data-driven decisions. This resulted in over 1,800 new professional connections and 400 new conversations, significantly boosting client acquisition.

RBC Wealth Management

Darice Huang

Investment Advisor