How does
RBC
Use AI?
Improves client service and deepens relationship insights
Project Overview
Enhancing client relationship management with AI-driven insights from unstructured data.
Layman's Explanation
RBC’s AI listens to calls and reads notes to help bankers better understand their clients and reach out at just the right time.
Details
RBC uses natural language processing to analyze vast amounts of unstructured data—such as call transcripts, meeting notes, and emails—to generate actionable insights for relationship managers. The AI identifies client needs, sentiment, and potential opportunities, helping bankers personalize their outreach and strengthen engagement. By transforming scattered information into structured intelligence, the system supports more proactive and informed decision-making in wealth and commercial banking.
Analogy
It’s like giving your banker a memory boost and a mind reader—so they always know what you need before you ask.
Machine Learning Techniques Used
More Use Cases in
Finance
Novelty Justification
AI-driven CRM insights are now a best practice in banking and wealth management.
Project Estimates
