PegaWORLD 2012 Presentation: Partnering with RBC Pega Center of Excellence to Streamline Business Operations

The U.S. Wealth Management division (USWM) of RBC provides an extensive set of services to its clients across the United States, ranging from investment services to financial advice for major life events, retirement and estate planning. In 2009, the division determined that it wanted to leverage business process automation to increase the efficiency of operations for its 6,000 U.S. representatives who are based in more than 200 locations.

In this session you will learn:

  • How RBC used PRPC to reduce the time staff spent on admin tasks
  • How they partnered with their internal Pega COE resources to develop a unified solution that can be reused by every group
  • How RBC increased downstream operational efficiency