New York, 10006, NY,
United States
RBC Wealth Management United States Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by RBC Wealth Management United States and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 8000 RBC Wealth Management United States 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 United States has purchased the following applications: Tableau CRM (formerly Einstein Analytics) for Customer Analytics in 2021, Broadridge Performance and Attribution for Portfolio and Investment Performance and Planning in 2021 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 United States is running and its propensity to invest more and deepen its relationship with Tableau Software , Skai , Broadridge 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 United States revenues, which have grown to $6.08 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 Wealth Management United States 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 |
|---|---|---|---|---|---|---|---|---|
| Tableau Software | Legacy | Tableau CRM (formerly Einstein Analytics) | Customer Analytics | CRM | n/a | 2021 | 2021 |
In 2021, RBC Wealth Management United States embedded Tableau CRM (formerly Einstein Analytics) within Salesforce Financial Services Cloud to give advisors a single, consistent view of client data and AI-driven, actionable insights across 26 legacy data sources. The deployment used Tableau Software’s Tableau CRM as the Customer Analytics layer inside the CRM to surface client metrics and predictive signals directly where advisors work.
The implementation produced hundreds of CRM Analytics data flows that consolidated and transformed source records into advisor-facing datasets. Configurations delivered real-time, contextual dashboards and AI-driven lenses that advisors could consume without leaving the Salesforce Financial Services Cloud environment, enabling analytics to be operationalized inside sales and service workflows.
Integrations centered on embedding Tableau CRM into Salesforce Financial Services Cloud and ingesting data from 26 legacy data sources into CRM Analytics pipelines. The operational scope was the U.S. program for advisor-facing teams, orienting analytics to client management, portfolio conversations, and relationship workflows used by wealth advisors.
Governance emphasized making analytics directly actionable in the CRM workflow, which required reworking advisor processes so insights triggered client engagement and follow up inside Salesforce Financial Services Cloud. The rollout focused on advisor adoption and operationalization, and it improved advisor efficiency as analytics were brought into daily CRM activity.
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Marketing Automation | CRM |
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2017 | 2017 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Broadridge | Legacy | Broadridge Performance and Attribution | Portfolio and Investment Performance and Planning | Investment Management | n/a | 2021 | 2022 |
In 2021, RBC Wealth Management United States implemented Broadridge Performance and Attribution as part of its adoption of the Broadridge Wealth Management Platform. Broadridge Performance and Attribution was deployed to support Portfolio and Investment Performance and Planning functions, explicitly addressing advisor-facing performance reporting and portfolio management needs.
The implementation concentrated on performance reporting and attribution analytics, with configuration work to support portfolio analytics, standardized reporting workflows, and consolidated reporting for advisor teams. Broadridge Performance and Attribution was used to centralize point-in-time and time-weighted performance calculations and to enable attribution breakdowns across holdings and strategies consistent with Portfolio and Investment Performance and Planning expectations.
Deployed within a U.S. wealth management environment, the module was integrated into the broader Broadridge Wealth Management Platform to digitize back office processes and enhance client insights for advisor and operations teams. Operational scope covered U.S. advisor desks and back office functions supporting client reporting and portfolio oversight, with data model alignment and report distribution tooling configured for advisor use.
Governance emphasis included standardized performance reporting governance and the introduction of centralized attribution workflows to reduce manual reconciliation between reporting and portfolio management functions. The initiative aimed to improve performance reporting and portfolio management capabilities to boost advisor productivity as part of a U.S. wealth and finance modernization effort.
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