RBC Clear Cash Management
New York, NY
Dates
Nov 2022 - Sept. 2024
Hats
User Researcher
UX/UI Designer
platforms
Desktop
Mobile
the Brief
Revolutionizing Cash Management
with Design-Driven Simplicity
Built with a human-centered approach, transforming cash management through intuitive, digital-first technology. Designed in close collaboration with corporate treasurers, it streamlines workflows, enhances real-time visibility, and delivers a seamless, transparent experience—all backed by the institutional strength and stability of RBC. With a focus on clarity and control, RBC Clear™ empowers businesses to manage their working capital with confidence and ease.
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Background

Entering the US banking market, building a first of a kind cash management platform

Managing working capital has long been plagued by manual processes, limited visibility, and inefficient payment tracking. RBC tackles these challenges head-on approach—offering seamless onboarding, real-time insights, and automated workflows to give treasurers full control over their cash management.
The Challenge

Between stakeholders and the experts: What are the main roadblocks experienced today?

Complex Onboarding
Manual and complex onboarding processes that treat clients like strangers
Delayed
Statues
The only way to track the status of a payment is to call the bank for an update
Data
Blindspots
Lack of visibility over deposits and balances
Manual
Processes
Manual paper-based processes are costly and time-consuming
The Strategy

Where do we start? How can we ensure faster, seamless, and more secure asset management?

Comprehensive discovery sessions to define customer needs and administrative functions for the cash management portal. What processes exist—how can we keep, improve, or discard them? Asking the right questions to move forward in designing for efficiency without compromising security & trust.
Methods of Madness
Design Thinking
Requirements Gathering
Competitor Analysis
Task Mapping
User Journeys
Lo-Fi Wireframing
PErsona Development

What are users currently working with? What do they need most?

Uncovering key players by navigating the Administration level of the CM portal. By understanding their distinct roles and needs, we shape targeted personas that serve as vital tools in crafting user-centric experiences and refining our platform for optimal usability.
Key PointS

Real time tracking, personalization, and security,
where it matters most.

Delivering a fast, intuitive onboarding experience while ensuring secure and transparent asset management. By simplifying workflows and enhancing real-time visibility, we empower users with seamless control over their financial operations—building efficiency, trust, and confidence at every step.
Performance
overview
Real-time
payments
Seamless
onboarding
The ResuLT

Reshaping the business
of banking for the
road ahead

Transforming vision into reality—a redesigned platform, customizable to customer needs. Improvements to backend onboarding and tracking systems to allow for efficiency in employee engagement. A comprehensive and secure cash management system creating brand trust and opportunities for wealth in the financial community.
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