Alex Perovic is VP & Head of Business Enablement & Efficiency at RBC, where he has spent 28 years building an expertise no job description had a name for: identifying and eliminating the administrative burden that stops advisors from doing what they were hired to do.
In this episode of Innovation Spotlight, Alex explains why the real AI opportunity in wealth management isn’t about replacing advisors – it’s about replacing everything they never wanted to do in the first place. And why fixing the process has tocome before you AI it.
In this conversation:
- Why automating a bad process is still a bad process – just faster
- How a 250-household book becomes 700 clients – and what that means for scale
- Why operations modernization is the hidden precondition for AI success
Innovation Spotlight highlights the leaders and ideas driving the Intelligence Era. Click here to see more.
