MINNEAPOLIS (September 16, 2024) — RBC Wealth Management announced today that it has been awarded a WealthManagement.com 2024 Industry Award (the “Wealthies”) for a program aimed at enriching the client experience through a stronger focus on the holistic client relationship. The awards had a record breaking 1,000 entries from more than 400 companies in 2024.
The Client Experience 360 (CX360) program, developed by the firm’s Practice Management & Teams Group, was recognized for its ability to help financial advisors take a 360-degree view of the client experience with an eye toward enhancing all facets of a client’s interaction with the firm. The program highlights key elements such as a user-friendly digital experience, personalized wealth planning, best-in-class investment strategies and exceptional service.
“At RBC Wealth Management, creating an exceptional client experience is the core of everything we do. All aspects of the client experience are important and need to be nurtured, from how they interact with online tools to the effectiveness of their wealth plan and portfolios, and of course, the personal relationship with their financial advisor,” said Sandy Duerre, Head of Field Advancement at RBC Wealth Management. “I’m immensely proud of this team that developed a holistic program that helps financial advisors deliver the 360-degree service clients deserve.”
Now in its 10th year, the WealthManagement.com Industry Awards honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry announced the winners at a ceremony, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations at WealthManagement.com “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
About RBC Wealth Management – U.S.
Founded in 1909, RBC Wealth Management delivers trusted advice and world-class wealth solutions to individuals, families and institutions. A subsidiary of Royal Bank of Canada (RBC), it is one of the largest full-service wealth management firms in the U.S., supporting the complex needs of high-net-worth and institutional clients by providing access to private banking, credit, investment management, asset management and other services. In the United States, RBC Wealth Management has $619 billion in total client assets with more than 2,100 financial advisors operating from 191 locations in 42 states. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com.
About WealthManagement.comWealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
Media contactRiham Feshir, RBC Wealth Management, 952-529-6256, riham.feshir@rbc.com
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.