RBC InvestEase
The RBC InvestEase project is a digital investment platform offered by the Royal Bank of Canada (RBC) that provides users with a simplified way to invest their money. The platform was designed to make investing accessible to a wider range of people, including those who are new to investing or have limited experience.
The RBC InvestEase platform uses a robo-advisor model, which means that users answer a series of questions about their financial goals and risk tolerance, and the platform then provides investment recommendations based on their responses. Users can choose from a range of investment portfolios, each of which is managed by RBC investment experts and is designed to meet different risk and return objectives.
The platform offers a range of features and benefits, including low fees, easy account setup, and automated portfolio rebalancing. The platform also provides users with access to a dedicated team of investment advisors who can answer questions and provide support as needed.

UX Process
We conducted a journey mapping exercise which helped visualize to the entire team, the process a customer would experience from onboarding to opening their account.

Concepts
A fast sketching exercise that challenged our team to sketch eight distinct ideas in eight minutes using the Crazy 8's design method.

UX Deliverable
Reduced onboarding friction by streamlining user flows and eliminating unnecessary steps, contributing to an estimated 20% to 35% increase in completion rates.


