Investor education resources
Crafting the learn and plan hub for RBC Global Asset Management. Check it out live
Role & context
Lead content strategist and copywriter for investor education centre, part of a larger website redesign for the asset management firm of Canada’s largest bank (businesses across UK and Asia as well)
Goal
Create content for investor education centre that was accessible and inclusive for all levels of financial literacy
Cater to diverse audiences, from those just starting out, to those already in retirement
Provide public resources to help all people take advantage of a system that’s difficult to navigate
Strategy
Conducted audit of all existing educational resources (complex language, PDFs, written by investment bankers)
Gather competitive intelligence, identify concepts that cause confusion, focus on the basics
The hub catered to a wide range of investment knowledge levels.
RBC Global Asset Management
Name here
Year
2019
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