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October 21 2025

RBC Capital Markets on Corporate Digital Identity

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Lori Messer, Global Head of Business and Client Services at RBC Capital Markets, explains how RBC Capital Markets is reframing client onboarding and CLM. The aim is simple: make it easy to do business with RBC and treat onboarding as a service moment, and competitive differentiator, not a compliance checkbox.

To cut friction and raise efficiency, Messer’s team uses a CLM stack that includes automated document collection, creation of a corporate digital identity, intelligent document processing, ID verification, a policy rules engine, and intuitive internal UIs which results in fewer back-and-forths, faster KYC reviews, clearer guidance for bankers, and the ability to reuse verified data and documents across products and regions.

Success is tracked with benchmarks for time-to-onboard and straight-through processing, then validated through conversations with clients, front-office partners, and AML/compliance. For anyone planning KYC change, RBC offers three rules: position KYC as business enablement; fix policy, procedures, data, and target operating model alongside tech; and secure sponsorship from business, compliance/AML, and operations.

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Rosh Wijayarathna

Lori Messer

RBC Capital Markets

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RBC Capital Markets

RBC Capital Markets
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