RBC Clear, Cash Management Platform

Entering the US banking market, RBC sought to build a first of a kind cash management platform, aiming to provide customers with efficient asset management. This endeavor presents challenges such as navigating complex data visualization, team management, hearing to bank regulations, and building customer trust and awareness to ensure the successful adoption and growth of their asset management service in the US

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Key Roles: UX/UI Design Lead, Research

Rethinking the Road Ahead

A start with comprehensive discovery sessions to define customer needs and administrative functions for the cash management portal. What processes exist—how can we keep, improve, or discard them? Asking the right questions to move forward in designing for efficiency without compromising security & trust.

First in Market

Transforming vision into reality—a redesigned platform, customizable to customer needs. Improvements to backend onboarding and tracking systems to allow for efficiency in employee engagement. A comprehensive and secure cash management system creating brand trust and opportunities for wealth in the financial community