Objective:
Redesign Primebooks to:

• Enhance usability and simplify workflows for fixed income professionals.
• Consolidate complex data into a clean, organized interface.
• Ensure seamless access to critical information, reducing manual steps.
• Align with QTS strategic UX principles for consistency and scalability.

Key Insights:

• Users rely on real-time access to structured data for decision-making during global multitranche executions.
• Fragmented workflows in Primebooks 1.0 led to delays and reduced confidence in using the platform.
• A modernized interface and consolidated data views are critical to user adoption.

Primebooks 1.0 was plagued by several issues:

• Cluttered Interface: Overcrowded screens made navigation difficult and overwhelming.
• Outdated Design: The interface lacked modern design elements, reducing user trust and satisfaction.
• Fragmented Workflow: Past tactical fixes resulted in a disjointed experience that slowed down processes.
• Low Adoption Rates: Users avoided the platform due to inefficiency, opting for alternative solutions.

The challenge was to create a platform that addressed these shortcomings while improving efficiency, usability, and adoption rates.

To address the challenges of Primebooks 1.0 and enhance its functionality, the following steps were implemented to create Primebooks 2.0:

1. Interface Redesign

   • Introduced a clean, modern layout with a focus on simplicity and clarity.
   • Reduced clutter by streamlining the number of visible elements and grouping related data into intuitive sections.
   • Improved font sizes, spacing, and color schemes for better readability and visual appeal.

2. Centralized Data Access

   • Consolidated trade information, tranche details, pot allocations, and reoffer prices into a single, easily navigable platform.
   • Ensured users can access critical data in real time, minimizing delays and improving decision-making efficiency.

3. Enhanced Workflow Integration

   • Redesigned workflows to reduce the number of steps needed to execute tasks, such as reviewing tranche breakdowns or updating syndicate data.
   • Automated repetitive processes, allowing users to focus on high-value activities.

4. Interactive Data Visualization

   • Introduced dynamic charts and tables to display complex data such as tranche compositions, key milestones, and allocation summaries.
   • Highlighted critical dates and metrics to keep users informed at a glance.

5. Customizable User Experience

   • Added features like widget reordering, adjustable layouts, and role-specific dashboards to cater to individual user needs.
   • Enabled users to prioritize the data and tools most relevant to their workflows.

6. Web-Based Accessibility

   • Transitioned the platform to a responsive, web-based application accessible from multiple devices, ensuring flexibility and convenience.

7. Alignment with QTS UX Standards

   • Adopted QTS strategic UX design principles to ensure consistency, scalability, and interoperability with other RBC platforms.

By implementing these changes, Primebooks 2.0 delivers an intuitive and efficient solution tailored to the needs of fixed income professionals, ensuring seamless management of syndicate trades and multitranche global executions.

The implementation of Aiden Insights has transformed the trading experience for RBC Capital Markets. Key outcomes include:

• A significant reduction in decision-making time due to real-time AI-powered insights.

• Enhanced trade performance with data-driven approvals and rejections.

• Improved trader confidence through reliable, actionable intelligence.

• Seamless integration with existing tools, ensuring a smooth transition and high user adoption.