Niche to Nexus: Achieving Business Intelligence Critical Mass
Type:
On-Demand Webinar
Length:
43:44 RBC Wealth Management transitioned how analyzing and reporting was done at their organization from a niche function to a core platform, and in doing so created a new Business Intelligence delivery model.
The model satisfied core BI reporting needs, and by using a rapid design and deployment model, they were able to eclipse the original project requirements in the first three months. The result was a major new reporting platform that addressed self-service needs for business users and has already resulted in tens-of-thousands of dollars in savings.
Attend this webinar and learn:
- The value of user adoption as both a driver and measure of success
- How to ensure strong user adoption
- The importance of clear goals in developing and deploying a solution, and RBC’s lessons learned
- Creating an iterative snowball of success by scaling as you go
Featured Speaker(s):
Shawn Spott
Manager of Marketing Research and Strategic Analysis, RBC Wealth Management
Shawn is Vice President, Manager, Marketing Research and Strategic Analysis at RBC Wealth Management. RBC Wealth Management, the sixth largest U.S. full-service brokerage firm, is headquartered out of Minneapolis and is a subsidiary of RBC (Royal Bank of Canada). RBC Wealth Management employs 2,300 financial consultants with over $166 billion in assets. Shawn's has over 20 years of experience in data warehousing, business intelligence, and analysis. Shawn has held analytical and management positions at Marquette Financial Services, National City Bank, Watson Wyatt, Allianz Investor Services, and RBC Wealth Management.