How RBC Improved Investment Advisor Productivity with E-Signatures

Recorded On: September 29, 2015


  • Darrin Courtney, Principal Executive Advisor, CEB
  • Keith Wilson, Senior Manager Business Technology Strategy, RBC
  • Mary Ellen Power, VP of Marketing, OneSpan

Organizations around the globe are looking for ways to keep their transactions digital, generate efficiencies, improve customer experiences, and secure cost savings. This was no exception for the Royal Bank of Canada (RBC), one of the world's largest banks and a leading diversified financial services company providing banking, insurance, wealth management, retirement savings and other services to millions of customers globally.

Driven by massive potential to eliminate paper for the investment sales force, responsible for the sale of retirement and investment products and services, the approach used by RBC was simple: start with one use case and expand to various lines of business over time. This would lead to the eventual roll-out of e-signatures to more than 8,000 advisors across all branches nationwide.

In this one hour CEB TowerGroup webcast, Keith Wilson Senior Manager, Business Technology Strategy of RBC along with OneSpan, explains how regulated customer-facing transactions can be transformed to improve customer experiences, and significantly reduce the re-work required to correct the inefficiencies of a paper-based workflow.

Watch this on-demand webcast to hear how RBC:

  • Cut document errors by 75 percent
  • Improved advisor productivity by 2-3 hours/week
  • Achieved fast adoption, with enthusiastic feedback from customers and staff about the eco-friendly technology

For all bank and wealth management executives, this is an excellent opportunity to hear firsthand how this top 10 North American bank has enabled investment advisors to offer customers a paperless experience.

Watch Now!