UX Writing: Digital Advisor

Digital Advisor is Vanguard’s investment advice platform, aka a robo-advisor. It allows customers a lower barrier of entry into the investing world and gives them the opportunity to invest, create retirement goals and get financial guidance. 

I wrote copy for the enrollment process of this platform. Meaning, when a customer decides they want to invest money in the platform, they have to go through the process of giving their personal and banking information, while also creating financial and retirement goals. It’s a lot like all the screens you have to go through if you’ve ever done Turbo Tax.

The copy for the screens on this platform not only had to be short, clear and concise, it also had to guide users through a highly emotional process - one that involved their money. We needed to strike a balance between holding their hand and making them feel empowered. I worked hard to do this through creating a helpful, positive tone, while providing extra tool tips and guidance along the way. 

Below is the screen users would see before they started the enrollment process. I am unable to share more of it because it is proprietary information owned by Vanguard.