January 31, 2022

Vanguard Boosts Conversion Rates by 15% by Trusting AI to Strengthen Client Messaging

Vanguard logo for customer story


Vanguard is one of the world’s largest investment companies. Its institutional division, Vanguard Institutional, primarily serves retirement plan sponsors. Vanguard Institutional’s clients are their top priority, and as such, the company wants to ensure their customers get the content they want and need. To do this, they needed to find a solution that could scale to meet their need to personalize customer messages. They recognized it was time to find an AI solution that could scale to meet the need of a financial services institution personalizing customer messages.


Operating in a heavily-regulated sector means Vanguard Institutional must pay careful attention to how and where they advertise. LinkedIn is the sole social media platform that Vanguard Institutional uses, and it can be difficult to stand out. As a result, the division needed to find messages that would resonate and encourage prospects to learn more about how Vanguard could help them achieve their goals. Because, after all, finding the right message is critical in a complex retirement landscape.

Vanguard Uses Persado to:

  • Uncover the exact phrases that resonated with customers.
  • Position messages with the right formatting, emotion, and functional CTA.
  • Deliver relevant and meaningful content to clients and prospects.
  • Identify opportunities to incorporate data-driven insights into the marketing mix.

Download the case study to learn more about how Vanguard used Persado to boost conversion rates by 15% and strengthen their client relationships through messaging.

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