Skip navigation

Optimize and Modernize Customer Onboarding

Now Available On Demand

The wealth management industry continues to transform at a rapid pace in response to customer needs, regulatory developments, digital expectations and technology advances. In order to remain competitive, firms and advisors need to embrace digital transformation in every aspect of their business. However, customer onboarding processes continue to present meaningful challenges for advisors due to high volumes of paperwork and manual processes and workflows that compromise productivity and distract them from focusing on what matters most — their clients.

Join industry specialists from RBC, Salesforce, MuleSoft and Deloitte Digital to:

  • Learn how RBC Wealth Management accelerated their onboarding process to improve advisor productivity
  • Hear practical insights on how to digitize and simplify the onboarding process
  • Discover how unlocking and integrating siloed data and legacy systems and automating workflows creates a single view of the customer

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by







Greg Beltzer
Vice President, Advisor Platform and Technology
RBC Wealth Management


Cory Haberkorn
Senior Manager, Industry Advisor, Global Wealth & Asset Management


Alexander Solomon
Industry Marketing Manager Lead - Financial Services, Insurance and Wealth Management


Rick Reuter
Principal and Deloitte Digital FSI Leader
Deloitte Consulting LLP


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement