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.

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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.

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Concepts

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

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UX Deliverable

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

Let’s
Collaborate

©

STRATOS DESIGN AGENCY

2026

Let’s
Collaborate

©

STRATOS DESIGN AGENCY

2026

Let’s
Collaborate

©

STRATOS DESIGN AGENCY

2026