RBC Wealth Management

In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, a subsidiary of Royal Bank of Canada. Founded in 1909, RBC Capital Markets is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management U.S. has $353 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 42 states.

“We wanted to get a broader view of our clients to enable a next-generation digital experience, and Informatica MDM allowed us to do that.”

Nate Parlin

Director of Entity Master & Account Opening and Servicing, RBC Wealth Management
Business Need
  • Expedite client onboarding and collaboration
  • Create trusted information about clients, their households, beneficiaries, and trusts
  • Enable a better wealth planning experience for clients
  • Enhance the digital experience for clients and financial advisors by obtaining a single view of customers across separate business product platforms
  • Govern, centralize, and standardize reference data sets to help improve operational efficiency, reporting, and compliance
  • Modernize to improve client communications and outreach by providing consistent, accurate, current, and reliable client information
Solutions & Results
  • Informatica Master Data Management (MDM) with embedded Informatica Data Quality improves the integrity and accessibility of client data
  • Informatica Reference Data Management Accelerator manages the complete lifecycle of reference data sets
  • Increases the overall quality and completeness of client data to improve service experiences
  • Informatica Data as a Service (DaaS) verifies and enriches customer email, phone, and address information
  • Provides a better financial management experience for clients and financial advisors; reduces client onboarding process from days to minutes
  • Improves operational efficiency, reporting, and compliance by establishing consistent enterprise standards for reference data
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Products & Services

Data Quality & Observability

Informatica data quality and observability ensures trusted, scalable data.

Informatica Data as a Service

Data as a Service (DaaS) helps organizations of all sizes verify and enrich their data so they can confidently engage with their customers. With customer experience and engagement a top focus across all industries, ensure that messages and products make it to their intended targets via postal mail, email, or phone.

Success Stories

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