Track a 115_sass_belbase
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Track a 115_sass_belbase

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Track a 115_sass_belbase Track a 115_sass_belbase Presentation Transcript

  • Squared Away: A National Financial Advisory Website Steven A. Sass and Anek Belbase Center for Retirement Research at Boston College 2013 Face of Finance Conference Waltham, MA October 30, 2013
  • The unprecedented success of Sorted.nz 1
  • Squared Away 2
  • Goals and challenges • Our goal: o Empower users • Key challenges: o Limited rationality/complicated subject o Financial anxiety/financial distrust o Short attention span/ambitious agenda 3
  • Design principles • Empower: o Simplicity o Learning-by-doing o Move users from plan to action • Engage: o Build and justify trust o Deliver value early and often o Personalization 4
  • Squared Away 5
  • Retirement planner for those 50+ 6
  • Budget planner 7
  • Over 50 Decision Aids http://squaredaway.bc.edu/ 8