TrailblazerDX – offering actionable analytics to RBC Wealth Administration advisors

Greg Beltzer, RBC, on TrailblazerDX (@philww) At RBC Wealth Administration, the dashboard ingredient that its advisors use probably the most is the one which reveals the birthdays of all their purchasers for the present month. This tells you numerous about their relationship with knowledge that they wish to see, at a look, the info that…