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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