VANGUARD
1. The Goal
The goal of this project was to assess the usability of Vanguard’s Digital Advisor internal dashboard and implement design changes that would improve site usability for beginners.
2. Testing & Personas
Using pages from both the public and private-facing Vanguard Digital Advisor site, my group conducted six user tests. All users had little or no experience in finance.
Results of the UI tests showed that users found the terminology on the public-facing Digital Advisor page unclear and that some of the FAQ section of the private-facing Digital Advisor page was unnecessary. Moving forward, our recommendation for Vanguard was to include educational resources about financial investment for users and to push the FAQ page to the public-facing forum.