White Papers

RBC Dominion Securities: Taking Client Relationships to the Next Level

Overview RBC Dominion Securities is the leading private client wealth-management firm serving the Canadian market. RBC Dominion Securities' advisors are able to tailor their strategies and offerings to better meet clients' unique needs and investment objectives by using SAS. The challenge was to maintain its position as Canada's leading wealth management firm as competitive pressures mount while client choices grow exponentially. RBC deployed SAS Customer Intelligence solutions provide tailored analyses that help investment advisors optimize their recommendations to clients, based on psychographics, investment objectives and more.

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Publisher: SAS Institute
File Format: PDF
Date Published: Sep 19, 2009
Format: Case Studies
Topics: Data Visualization, Knowledge and Data Management

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