Vanguard

Inspiring prospects on the investor owner journey for the retail public site

Timeframe

10 months

Team

Team Lead / UX Product Designer (my role), Senior Copywriter, Product Owner, Scrum Master, CMS Developer

Background

As the world’s second largest asset management firm, with nearly $8 trillion assets under management, Vanguard investments has a highly visible retail website tasked with quickly converting prospects to clients. As a team lead, I crafted a series of retail public product pages that serve to educate prospects on the ‘Why Vanguard’ message and the Vanguard investor journey. I worked in close collaboration with a director of ux, senior product owner, senior content strategist and an engineering lead. The main goal was to help Vanguard prospects make educated decisions on how to begin their investor journey.