Track a 115_sass_belbase
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Steven A. Sass and Anek Belbase Center for Retirement Research at Boston College 2013 Face of Finance Conference Waltham, MA October 30, 2013 Squared Away: A National Financial Advisory Website
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Transcript of Track a 115_sass_belbase
Steven A. Sass and Anek BelbaseCenter for Retirement Research at Boston College
2013 Face of Finance ConferenceWaltham, MA
October 30, 2013
Squared Away: A National Financial Advisory Website
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The unprecedented success of Sorted.nz
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Squared Away
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Goals and challenges
• Our goal: o Empower users
• Key challenges:o Limited rationality/complicated subjecto Financial anxiety/financial distrusto Short attention span/ambitious agenda
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Design principles
• Empower: o Simplicityo Learning-by-doingo Move users from plan to action
• Engage:o Build and justify trusto Deliver value early and often o Personalization
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Retirement planner for those 50+
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Budget planner
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Over 50 Decision Aids
http://squaredaway.bc.edu/