Vanguard

Vanguard was struggling to reach investors through their content due to its intellectual approach to writing, and unintuitive distribution tactics.


 

SOLUTION

Our opportunity was to elevate Vanguard’s most critical point of differentiation—client ownership—and weave it directly into all of its content. How? By considering client input in every piece of content we created.
To do so, audiences were first segmented by their level of financial literacy, which told us exactly which types of content they craved. From there, financial topics were prioritized by importance as denoted  by our investors thru research data. We then took the most puzzling and sought after topics, and partnered with the NY Times content labs to distill information in an all-levels friendly data visualization.



OPPORTUNITY

Market research illuminated a few things about investors:
1) They felt content from firms was too complicated
2) They wanted content presented within the context of their lives
3) Investors want to hear from other investors