RBC Interactive Client Forms Redesign & XML Implementation
Redesigned and coded thousands of confidential client-facing investment forms within a 7-week timeline, supporting updated branding, revised disclaimers, usability testing, and secure platform-based completion.

Overview
At RBC, I worked on a large-scale redesign initiative focused on modernizing a substantial library of interactive client-facing forms used within investment workflows. The project was driven by updated departmental branding and revised disclaimer requirements, with all forms ultimately deployed through RBC’s secure internal platform for confidential client use.
The Challenge
The scope involved thousands of forms that had to be reviewed, redesigned, coded, and prepared for platform deployment within an accelerated 7-week timeline. Because these forms were tied to sensitive financial information, the work had to balance trust, clarity, consistency, and technical precision within a highly controlled enterprise environment.
My Role
I was responsible for both the visual redesign and the XML coding of the forms. This included updating layouts to reflect revised branding and disclaimers, building consistency across the form library, coding the redesigned forms in XML, and preparing them for deployment within RBC’s internal system. The project also included usability testing in coordination with the QA team.
Design Approach
I approached the work as a system-level redesign rather than a series of isolated files. The goal was to create a cohesive visual and structural framework that could scale across a high-volume form ecosystem while also supporting clean XML implementation. This required close attention to layout logic, form behavior, content structure, and digital usability.
Outcome
The redesigned and coded form library was delivered within a 7-week timeline and helped modernize a major portion of RBC’s confidential client-facing investment forms. The project demonstrated my ability to work across both design and implementation, combining visual systems thinking with XML-based production in a regulated financial environment.