Made for growth: RBC Wealth Management
Introduction
RBC Wealth Management was searching for a more user-friendly, streamlined system architecture that provided more security and allowed them to build quickly and effectively within their online ecosystem.
Overview
RBC Wealth Management has been working with Canadians on wealth-building strategies that focus on the things that matter most to them since 2007. They believe that the greatest returns are more than financial and prioritize what’s important to their clients, their needs, and plans for their families or businesses.
RBC Wealth Management was operating on a content management system (CMS) that was expensive, time-consuming, and ineffective for their needs. The need to bring on developer support to make even the most minor website changes was holding their team back. Their CMS needed to catch up to allow them to continue innovating and providing the best possible experience for their customers. They needed an intuitive CMS that decreased their time-to-market, gave the content team independence, and cut development costs. Trew Knowledge partnered with RBC Wealth Management to migrate to WordPress to create a functional design system that can be implemented across multiple sites using the WP block builder.
01.
A seamless migration to WordPress
Trew Knowledge began the project by migrating the RBC Wealth Management sites from dotCMS and Drupal to WordPress. As the branding was staying the same, we had to maintain the structure of their current CMS and transform it into a structure that WordPress could use. We used the WP block editor to create a custom WordPress theme that can be used across all their brands. The flexible system allows the team to develop new sites that stay within the brand’s visual identity, creating familiarity across all the RBC Wealth Management brands.
02.
Onboarding new brands to their legacy branding
RBC Wealth Management acquired Brewin Dolphin, one of the UK’s leading wealth managers, during the project. The Brewin Dolphin website had a different look, and they wanted to incorporate the brand into the existing branding. With the new WordPress system, they could quickly go to market with a new Brewin Dolphin site that reflected its new RBC Wealth Management branding.
03.
Creating a robust component library
Trew Knowledge created a component library that allows RBC Wealth Management to customize new websites and web pages. There are components for everything from CTA and testimonial sections to four-column layouts and video sections. With this extensive library, the team cuts down the development time because they can do the work themselves and quickly go to market.
04.
Managing multiple sub-brands across the globe
Trew Knowledge worked with the RBC Wealth Management team to develop several websites for their brands using the custom WordPress theme: RBC Wealth Management, Brewin Dolphin, RBC Clearing and Custody, and RBC Wealth Management Financial Services. We also developed each site in different languages to cover the needs of RBC Wealth Management’s customer base: US, UK, and Canadian English, French, Traditional, and Standard Chinese.
The Results
RBC Wealth Management’s flexible, comprehensive infrastructure allows them to quickly and efficiently create new websites using their bespoke component library elements. This system has decreased the development costs and time-to-market, while still allowing them to build on-brand webpages for their global brands.
18 sites
created using the component library
Six
languages supported: US, UK, and CAD English, French, Traditional, and Standard Chinese
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