Hong Kong, n/a,
Hong Kong
Rbc Wealth Management Hong Kong Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Rbc Wealth Management Hong Kong and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Rbc Wealth Management Hong Kong 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 Wealth Management Hong Kong has purchased the following applications: Skai Market Intelligence for Marketing Automation in 2016, Avaloq Wealth Client Onboarding for Investor Onboarding in 2022 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 Wealth Management Hong Kong is running and its propensity to invest more and deepen its relationship with Skai , NEC Corporation 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 Wealth Management Hong Kong revenues, which have grown to $60.0 million 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 Wealth Management Hong Kong 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.
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Skai | Legacy | Skai Market Intelligence | Marketing Automation | CRM | n/a | 2016 | 2016 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NEC Corporation | Legacy | Avaloq Wealth Client Onboarding | Investor Onboarding | Investment Management | Synpulse USA | 2022 | 2022 |
In 2022, Rbc Wealth Management Hong Kong adopted Avaloq Wealth Client Onboarding as part of a broader initiative to provision its Asia wealth platform on Avaloq SaaS and to modernize front-office capabilities. The deployment used Avaloq SaaS public cloud as the operational backbone for front-office and client lifecycle functions across the region.
Implementation focused on front-office modules including RM Workplace and Investment Advisory alongside the Avaloq Wealth Client Onboarding capability, aligning customer intake, Know Your Client workflows, and advisor orchestration within the Investor Onboarding category. Configuration emphasized workflow orchestration, digital client touchpoints, and role-based access controls for relationship managers and advisory teams to operationalize client lifecycle management.
Synpulse USA served as a supporting implementation partner coordinating configuration, testing, and rollout activities across Hong Kong and regional operations. The program targeted front-office business functions and client digital channels to improve relationship manager efficiency and client engagement, with governance and process design aligned to Avaloq SaaS operational controls and standard onboarding process workflows.
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||