RBC wanted a way to offer pre-approved credit cards to new clients, at the time of their first bank account opening. This needed to be a shared platform that works for advisors in-branch helping new clients, as well as anyone using the mobile app to open their own bank account. 

 

My roles on this project included:

- Leading content-first design process to define what's important at what parts of the flow

- Co-leading research sessions, speaking directly with bank advisors to understand their challenges and real world experiences in this space to ensure we're solving for actual client needs​

- Collaborating with product owners across separate lines of business to find simpler ways to represent the details of their cards

- Reduced ambiguity in credit card language to help clients understand the mechanics of each card, and find the card right for them