rbc-header.png

Royal Bank of Canada

Looking for an easier way to manage your money and save for the future? Try MyAdvisor, a free digital advice platform that’s available exclusively to RBC clients'. You’ll get a personalized savings plan, helpful tips, real-time visuals and forecasts to help you stay on top of your money and reach your goals.

THE PROBLEM

How do we make it as simple as possible for the average person to signup with RBC and manage their money?

It's never been harding for people to manage their money, much less plan for retirement. RBC MyAdvisor was created to guide the average user on a path that is best for their individual situation. Users can chose their Goals via a Natural Language Form, we then connect them with their ideal options and an advisor to help them stay on course.

 

HIGH LEVEL TIMELINE

An incremental release every three weeks

Problem Definition, Analysis, Ideation, Concepts, Test, Revise, Test, Approve, Development, Test again.

 

MAKE UP OF TEAM

- Product Manager
- UX Researchers
- Visual Designers
- Content Designers
- Interaction Designers

KEY GOAL

- Find the best design solutions
- Regular user testing
- Involve other team members
- Fact based design decisions

MY ROLE

SENIOR INTERACTION DESIGNER
Work with Product Owners, UX Designers, Researchers, Content Writers, Visual Designer and Developers to create the best design solutions for user looking to manage their money and wealth.

MyAdvisor-01.png

Daily Responsibilities:

- Daily team stand-ups
- Review past and current tasks with team members as needed.

- Co-ordinate tasks with Team Lead and other Team Members.
- Work within an Agile Team environment

Tools:
- Figma, Sketch, Axure RP, Invision, Slack, Jira, Webex

Deliverables:
- Wireframes, Design Reviews, Low/High Fidelity Designs, Design Research

rbc-home.png

UNDERSTANDING THE USER

Using usertesting.com we incorporated multiple levels of use research.
We conducted in person interviews, moderated and unmoderated interview and surveys.
We also used Figma, Axure, and Invision to conduct interactive click-through studies, as well as consultations with other industry professions and Senior Advisors.

MyAdvisor-02.png

User Testing

MyAdvisor-04.png

A/B Testing

MyAdvisor-03.png

User Research

MyAdvisor-06.png
MyAdvisor-06.png

Assets & Liabilities (Example)

Presenting the ability for the user to get a quick glance at their investments from across the board and giving them the ability to take action on what they find most important to them, at that present moment in time.
Things do change, and the user needs the ability to adjust in real-time.

BREAKING DOWN THE PROCESS 

Involving others in the creation process is great way to get feedback and new insights.
Worked with other experienced senior team members from different departments to also include their knowledge and point-of-views, even though they were not directly on the team.

We conducted in person interviews and consulted with product users and real-world industry investment advisors and usertesting.com analysis.

Experience Vision.png

Outlining The Experience

bmo-card-sorting.png

Card Sorting Exercise

Insights.png

Insights from User testing

MyAdvisor-06.png

Identifying the User

MyAdvisor-07.png

Identifying What The User Has

MyAdvisor-08.png

Identifying What the User Wants

MyAdvisor-09.png
MyAdvisor-10.png

TITLE OF THE CALLOUT BLOCK

LESSONS LEARNED

Considering that money is one of the most important factors of life, not many people actually understand it.
Financial literacy, understanding and education is a key component to giving the user the confidence they need to take the best action need for their "specific" needs and changing situation.

Working with all levels of product professionals in the key.
Researchers, Interaction Designers, UX Designers, Visual Designers, Content Writers/Designer, Product Leads, Project Sponsors, etc, all play a part when trying to construct a well rounded 'public' solution.

Team work and collaboration is key!
RBC truly understands the value of educating its team and customers.

Like what you see?

Let's chat.