Vanguard Financial Wellness
Vanguard partnered with Deloitte Studios to create Financial Wellness, a new digital product offering for retirement account holders. The goal was to empower users to take control of their finances through personalized assessments, actionable recommendations, and a central “hub” experience that brings together debt management, student loans, retirement readiness, and overall financial health.
Over a six-month engagement, our team worked in three MVP phases, testing and validating different versions of the hub and assessments. The final deliverable included a future state vision for ongoing engagement, with features such as a badging system and expanded assessment modules to provide even more personalized guidance.
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- Created the initial Financial Wellness Hub with entry points into key topics.
- Designed simple assessment flows that guided users through questions about debt, savings and priorities.
-Introduced dynamic content modules tailored to user responses.
- Provided returning users with in depth guided assessments to better tackle their financial goals
- Integrated process tracking through interactive infographics and checklists.
- Expanded the hub with a new check in assessment, action plan user flows and badging concepts to reward progress.
- Added personalized nudges and notifications to encourage continued participation.
MVP 3
MVP 3 - User Journey