RBC Account Opening and Servicing

Enjoy effortless account opening

How would you like to reduce the amount of time it takes to open new accounts from days to just minutes? And what if you could streamline the paperwork for your end clients, your financial professionals and your back office staff as well?

Clients can sign documents with one click—from anywhere 24/7

Reimagine the way your firm opens accounts. You can offer a fully digital account opening experience with RBC Account Opening and Servicing (RBC AOS)—developed in collaboration with Docupace Technologies. RBC AOS offers end-to-end automation opportunities to increase efficiency and reduce risk while maintaining process integrity.

RBC AOS benefits

• Enables up-front data validation to reduce not in good order rates.
• Gathers information via a wizard-based user interface.
• Eliminates double-entry of information with a fully integrated platform.
• Clients can affirm account opening with one-click.
• Allows configurable workflows to suit your firm’s desired approval flow.
• Offers branding opportunities with firm-specific documents, disclosures and client emails.
• Provides full event history for transparency throughout the process.
• Includes WORM-compliant storage for all your important client documents.
• Delivers a paper-based alternative for clients who need that experience, with all the advantages of digital processing.

Plus, your firm may choose to use RBC’s Master Service Agreement to greatly simplify and modernize account opening and servicing for clients.

Streamlining client account onboarding is only the beginning of what AOS can do.