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Track a 115_sass_belbase

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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

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