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RBC Service Enrollment Tool
Role
Senior Manager of Product Design
Project Type
Responsive Product Design
We designed an advisor-facing product to digitize the process to enrol clients into a liquidity management service. The enrollment process is highly complex, requiring the entry of lots of different interest parameters for multi-level entities and their subsidiaries. The solution we designed tested very well with advisors, not only taking their process from paper to digital, but also streamlining it tremendously.
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