Canadians seeking more control of their financial future are making it clear they want the best of both worlds – digital with a human touch. As of this May 2019, 1 million Canadians are now connected in real time to personalized, interactive financial plans and live advisor expertise – all through the digital innovation of MyAdvisor at RBC.
MyAdvisor is a one-of-a-kind digital service that connects a client to a financial advisor, where both can view and adjust a dynamic dashboard showing the client’s savings and investment goals and establish actions to achieve these goals – all in real time. Clients also have the choice to connect with advisors by phone, face to face or video.
Working with a large team including research, UX, UI, content as well as the public-facing marketing department, MyAdvisor launched and quickly went to win recognition and awards for its impact and performance in the financial sector.
- Agile
- InVision
- Research
- Responsive
- Sketch
- Stakeholder Presentations
- Strategy
- User Experience Design