RBC wanted to convert an in-branch banking feature into a self-serve online pre-authorized contributions (PAC) functionality, for automatic contributions to Direct Investing, RSP, TFSA, RESP and non-registered investment accounts—in regular installments—throughout the year.
Key Business Goals
Save time and resources spent in setting up and managing PAC plans on behalf of customers.
Clear and easy step-by-step process with in-built guidance.
Keep the user focused on the task at hand.
- The process was kept compact and linear with minimal branching
- Any distractions (including primary navigation) were removed to minimize disruptions
- Terminology, visuals and feedback were kept consistent across different flows