BI Executive Summit

CASE STUDY: Making Money with Cloud-Based Dashboards

February 23rd, 2010

10:30 am

Prerequisite: None

Shawn Spott

Shawn Spott

RBC Wealth Management needed a way to improve the productivity of its financial advisors and cement its loyalty to the company. The company experimented with a cloud-based BI solution that provides advisors with targeted household recommendations for increasing assets under management and benchmarks their performance against their peer group. Compared to a control group, financial advisors using the dashboard significantly increased the average deposits with targeted households as well as their asset accumulation. RBC Wealth Management has rolled out the dashboard to more than 500 users and it has become a strategic system that delivers a competitive advantage.

Why Attend?

Designed with Executives in Mind

The Summit's unique three-day format allows for maximum flexibility and customization. Participants will enjoy keynote speakers, panels, networking, and recreational events suited to their situation. Built-in breaks and long lunches allow you to network with peers, check out solution providers, and still have time to respond to urgent e-mail and phone calls from the office.

Networking Opportunities

The Executive Summit provides an unparalleled opportunity to meet and network with your peers. Specific networking opportunities include:

  • Daily peer networking lunches
  • One-on-one meetings
  • Welcome reception and evening networking reception