Toronto, M5V 3L3, ON,
Canada
RBC Investor & Treasury Services Technographics
RBC Investor & Treasury Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by RBC Investor & Treasury Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4500 RBC Investor & Treasury Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that RBC Investor & Treasury Services has purchased the following applications: Coupa Invoice for AP Automation in 2015, Phenom Talent CRM for Candidate Relationship Management in 2019, TCS BaNCS for Core Banking in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems RBC Investor & Treasury Services is running and its propensity to invest more and deepen its relationship with Coupa Software , SAP , Phenom or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing RBC Investor & Treasury Services revenues, which have grown to $1.20 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for RBC Investor & Treasury Services intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
RBC Investor & Treasury Services Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Coupa Software | Legacy | Coupa Invoice | AP Automation | ERP Financial Management | n/a | 2015 | 2015 |
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Expense Management | ERP Financial Management |
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2018 | 2018 |
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Payment Processing | ERP Financial Management |
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2018 | 2018 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Phenom | Legacy | Phenom Talent CRM | Candidate Relationship Management | HCM | n/a | 2019 | 2019 |
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Recruiting | HCM |
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2018 | 2018 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tata Consultancy Services | Legacy | TCS BaNCS | Core Banking | ERP Services and Operations | n/a | 2013 | 2013 |
In 2013, RBC Investor & Treasury Services implemented TCS BaNCS from Tata Consultancy Services, deploying Core Banking capabilities to support corporate actions processing within its Investor & Treasury Services operations. The deployment concentrated on the Research team in Toronto, where corporate action notice handling and lifecycle management were centralized in the TCS BaNCS environment.
The configuration emphasized corporate actions functional modules, including notice capture and setup, Action Control monitoring, notification lifecycle management from preliminary to completed status, and enquiry tracking. Operational procedures were configured to verify accuracy, consistency and completeness of notices, to complete follow up on preliminary notifications, and to release notices to completed status within established deadlines using TCS BaNCS as the system of record.
The implementation processed notices from multiple vendor sources and incorporated escalation workflows to issuer agents and depositories for clarification, reflecting integrations with external notice vendors and participant communications. Governance was operationalized through daily Action Control reviews, defined escalation paths within the Research team, and deadline-driven release processes to ensure timely status updates and enquiry resolution in the corporate actions workflow.
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Analytics and BI | Analytics and BI |
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2017 | 2017 |
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Data Warehouse | Analytics and BI |
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2017 | 2017 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Document Management | Content Management |
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2012 | 2012 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2020 | 2020 |
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Customer Engagement | CRM |
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2016 | 2016 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2015 | 2015 |
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Portfolio and Investment Management | Investment Management |
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2017 | 2017 |
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Portfolio and Investment Management | Investment Management |
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2010 | 2011 |
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Portfolio and Investment Management | Investment Management |
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2004 | 2004 |
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Portfolio and Investment Risk Management | Investment Management |
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2017 | 2017 |
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Trading Platform | Investment Management |
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2016 | 2016 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2015 | 2015 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Treasury Management | TRM |
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2014 | 2014 |
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Treasury Management | TRM |
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2015 | 2015 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Robotic Process Automation | PaaS |
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2019 | 2019 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Data Warehouse Appliance | IaaS |
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2017 | 2017 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Endpoint Detection and Response (EDR) | CyberSecurity |
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2023 | 2023 |
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Internet of Things
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IoT Platform | Internet of Things |
|
2018 | 2018 |
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IT Decision Makers and Key Stakeholders at RBC Investor & Treasury Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by RBC Investor & Treasury Services Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||