Rebecka's Product Design Portfolio

Personal Investment Dashboard

RBC is the largest bank in Canada. With almost 1 million monthly users, I was tasked with redesigning the homepage that users see when they log into their investment account.

RBC is the largest Bank in Canada. With almost 1 million monthly users, I was tasked with redesigning the home page that users land on when they log into their investment account.

My role

Interaction Designer & UX Research

Team

Myself + One Interaction Designer

Duration

1 month

Overview

The Problem

RBC's Direct Investing homepage is becoming outdated and could benefit from a redesign to remain competitive in the market.

The Solution

A Home Page redesign to modernize the platform and bring new features that meet evolving client needs.

The Problem

RBC's Direct Investing homepage is becoming outdated and could benefit from a redesign to remain competitive in the market.

The Solution

A Home Page redesign to modernize the platform and bring new features that meet evolving client needs.

The Problem

RBC's Direct Investing homepage is becoming outdated and could benefit from a redesign to remain competitive in the market.

The Solution

A Home Page redesign to modernize the platform and bring new features that meet evolving client needs.

The Result

Easily understand portfolio performance

A refreshed look at your entire portfolio, with a new data graph breaking down your assets. Plus, see your projected monthly income and your intraday gains/losses at a glance.

Innovative features to up your investment game

View your projected income from your investments, review how your investments stand against your risk profile, and use Avion rewards points to pay for trades. Still warming up to investing? Try a free practice account!

Personalization at its best

Personalization at it's best

Customize what content your graph shows and what market indices matter most to you. View actions you need to take to take in the new "Needs Attention" section to keep your profile running smoothly.

The Impact

Usability score based on user testing

+0%

Increase in CSAT score 3 months post-launch

+0%

Increase in usage of the portfolio analysis tool

The Process

Understanding User Needs

User Interviews & Surveys

Engaged with investment clients to gather insights on pain points and expectations.

Competitive Analysis

Studied competitor platforms to benchmark industry best practices.

Usability Testing

Observed real users interacting with the existing interface to identify friction points.

Advisor feedback forum

Collaborated with financial advisors to incorporate expert insights on client behaviors and needs.

Key Findings

Poor order of information

“The important information is at the bottom of the screen.”

Outdated look

“Looks like I’m thrown back 20 years in time!”

No investment graph

“I want to be able to see a graph of how my investments are doing”

Brainstorming Solutions

Different features were brainstormed and prioritized based on whether they should be part of the first or second release.

Card Sorting

20 RBC Users

Unmoderated

Optimal Workshop

Now that we knew what features to include, we needed to figure out the best way to order them on the page. We learned that account balance was the most important, while market news and investment articles were the least important.

A/B Testing

10 RBC Users

Moderated

Usertesting.com

Equipped with our card sort learnings, I created two designs and conducted A/B testing to figure out which one was preferred by users. Prototype Y was the clear winner.

The Result

Easily understand portfolio performance

A refreshed look at your entire portfolio, with a new data graph breaking down your assests. Plus, see your projected monthly income and your intraday gains/losses at a glance.

Innovative features to up your investment game

Personalization at it's best

Customize what content your graph shows and what market indices matter most to you. View actions you need to take to take in the new "Needs Attention" section to keep your profile running smoothly.

The Final Product

Key Takeaways

Enable customization options to meet the needs of diverse user groups

Adding more features isn't always the solution and can create too much noise on the page.

Begin discussions with the engineers early on to remain aligned on design feasibility

Challenges

Shifting Priorities

Continual project delays and deadline changes due to shifting organizational priorities.

Conflicting User Feedback

Designing a globally used platform to meet the needs of everyone, from new investors to experienced ones.

Ample Constraints

Balancing design aspirations with technical feasibility and monetary restrictions.

Challenges

Shifting Priorities

Continual project delays and deadline changes due to shifting organizational priorities.

Conflicting User Feedback

Designing a globally used platform to meet the needs of everyone, from new investors to experienced ones.

Ample Constraints

Balancing design aspirations with technical feasibility and monetary restrictions.

Key takeaways

Enable customization options to meet the needs of diverse user groups.

Adding more features isn't always the solution and can create too much noise on the page.

Begin discussions with developers early on to remain aligned on feasibility.

Looking for someone to join an awesome venture?

Let's Connect

Looking for someone to join an awesome venture?

Let's Connect

Looking for someone to join an awesome venture?

Let's Connect

Looking for someone to join an awesome venture?

Let's Connect