RBC Royal Bank

Financial Services
Website Optimization
Email Marketing
The largest bank in Canada was looking for a digital expert to grow their investment products through online platforms and design a pilot savings program for first-time home buyers.
100% Customized Experience

Highly personalized account growth strategies

Designing a digital process to pilot the First-Time Home Buyers Savings Program

The RBC team designed a pilot program aimed to support first time homebuyers, rewarding them with cash and reward point incentives as they hit their savings milestones – cool right? The tricky part was building a secure digital journey that involved email, account sign up, savings goal indication, plus a connection with a savings specialist.

We architected a robust journey that spanned across 5 platforms and involved 8 different teams at RBC – which is no easy feat. Within the first two months we had over 6,000 people show interested in the program. The pilot provided insights for new RBC Royal Bank products.

Building digital journey's that convert

Overseeing the digital experience of RBC’s personal investment products, we created highly personalized email journey's targeting existing investment account holders & non-investment account holders with a propensity to invest. 

The personalized email journey's included unique data points that calculated savings growth over time encouraging clients to invest. The full experience could be executed in just 3 simple steps. 

The personalized journey's had higher email performance and higher revenue generation compared to the control group.

Value led website redesign

Personal investing is an area that is new to many and there are many products to get familiar with. RBC needed a new look that balanced education with ease of navigation for their investments site. We built a value led, SEO focused redesign plan ensuring that it was easy for existing customers to find the information they needed and enticed new customers to sign up. 

"Untitled has saved us thousands of hours of work. We’re able to spin up projects and features faster."

Koray Okumus
UX Designer, Circooles

"Untitled has saved us thousands of hours of work. We’re able to spin up projects and features faster."

Koray Okumus
UX Designer, Circooles

"Untitled has saved us thousands of hours of work. We’re able to spin up projects and features faster."

Koray Okumus
UX Designer, Circooles

"Untitled has saved us thousands of hours of work. We’re able to spin up projects and features faster."

Koray Okumus
UX Designer, Circooles