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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