0
Squared Away: A National Financial
Advisory Website
Steven A. Sass and Anek Belbase
Center for Retirement Research at Bost...
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 a...
Design principles
• Empower:
o Simplicity
o Learning-by-doing
o Move users from plan to action
• Engage:
o Build and justi...
Squared Away

5
Retirement planner for those 50+

6
Budget planner

7
Over 50 Decision Aids

http://squaredaway.bc.edu/

8
Upcoming SlideShare
Loading in...5
×

Track a 115_sass_belbase

68

Published on

Published in: Economy & Finance, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
68
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
3
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Transcript of "Track a 115_sass_belbase"

  1. 1. 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
  2. 2. The unprecedented success of Sorted.nz 1
  3. 3. Squared Away 2
  4. 4. 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
  5. 5. 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
  6. 6. Squared Away 5
  7. 7. Retirement planner for those 50+ 6
  8. 8. Budget planner 7
  9. 9. Over 50 Decision Aids http://squaredaway.bc.edu/ 8
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×