Case Study: RBC Wealth Management achieves greater efficiency and client engagement with Slack

How RBC Wealth Management is revolutionising client engagement with Slack

RBC Wealth Management – US, part of RBC Wealth Management, was looking for a way to improve productivity and client engagement without forcing advisors to switch between multiple systems. The firm chose Slack as a strategic platform to support its Technology and Support groups, with a particular need for tighter integration with its existing Salesforce Financial Services Cloud and better handling of time-sensitive operational work.

Slack helped RBC Wealth Management centralize collaboration, automate notifications, and streamline lead handling and case management inside one workspace. With Slack, the team reported faster application development, improved time to resolution, and fewer tech failures overall, while advisors could act on alerts, claim leads, and update CRM data without leaving Slack.

RBC Wealth Management

Greg Beltzer

Head of Technology