Persado and Vanguard

vanguard logo

At Vanguard, managing over $7 trillion in global assets, precision in customer communication is not just a goal—it’s a necessity. In the specialized realm of institutional investment, where every interaction can influence billion-dollar decisions, Vanguard understands the importance of crafting messages that resonate deeply with their target audience of retirement plan sponsors.

To refine their approach and achieve unparalleled engagement, Vanguard Institutional turned to Persado, a leader in AI-powered content generation and decisioning. This partnership was initiated to transform Vanguard’s LinkedIn marketing strategies, ensuring their messages not only reach but profoundly impact their highly discerning audience.

The Challenge: Precision at Scale

Facing the challenge of connecting meaningfully with a narrow but crucial audience, Vanguard needed more than traditional marketing tactics. They needed a revolution. Persado’s AI Experimentation Engine and extensive Language Knowledgebase offered the perfect solution, tailoring messages that are scientifically proven to strike a chord.

The Persado Edge

Together, Vanguard and Persado embarked on an ambitious experiment to optimize Vanguard’s LinkedIn outreach. By harnessing AI to test and refine message variations, they could identify which elements were most effective and why, ensuring every word of Vanguard’s messaging was optimized for impact.

Impactful Results

The collaboration with Persado delivered stellar results:

  • Increased Engagement: A 16% surge in conversion rates, with AI-crafted messages significantly outperforming traditional content.
  • Strategic Insights: The project provided Vanguard with actionable insights, allowing them to continuously enhance their communication strategies.
  • Efficiency and Focus: Leveraging AI allowed Vanguard to allocate more resources towards strategic initiatives rather than manual message testing.

Looking Ahead

The success of this project with Persado isn’t just a win; it’s a forward-looking strategy that sets the stage for future marketing innovations at Vanguard. By integrating data-driven insights into their marketing approach, Vanguard remains a frontrunner in the domain of institutional investments, ready to meet the evolving needs of their sophisticated clientele.

Detailed Case Study Available for Download

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