Digital investing onboarding

Helping users choose the right investment portfolio through a new user experience. Live site

Role & context

  • Led content design for the investment services website of Canada’s largest bank

  • Implemented digital onboarding for investment services with a chat-like NUX flow

  • Developed a new tone of voice to engage a broader range of clients

Goal

  • Facilitate a seamless online account opening and signup process for a smooth user experience

  • Identify opportunities to educate users throughout the journey, helping them make informed decisions

Impact

  • Launched an inclusive, accessible experience that aligns with business goals

  • Increased sign-ups among younger users

  • Successfully transitioned from a phone/paper-based sign-up process to a digital solution

  • Positioned the company as approachable and committed to education

Here are some examples of the onboarding flow:

Royal Bank of Canada
PH&N Investment Services

Year
2018