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