Vanguard’s Vision: Revolutionising Adviser Support

Vanguard worked with Hub to create Vanguard 365, a platform that provides a dynamic, data-driven learning environment designed to enhance the levels of support financial advisers give to their clients. Vanguard knew that adviser support had to go beyond the usual. They needed a personalised and continuous professional development (CPD) experience that met the individual needs of advisers. The challenge was clear: advisers are constrained by regulations and extremely time-poor and need flexible, effective tools to upskill and better serve their clients. Vanguard 365 was the answer – a next-gen smart content ecosystem that brings together data and content to deliver exceptional value.

 

Vanguard 365: A Smart Content Ecosystem

At the heart of Vanguard 365 is the idea of improving adviser education through personalisation and data driven insights. The platform captures data on adviser activity, module completions, content revisits and progression through learning paths. This data powers a personalised journey for each adviser, so Vanguard 365 can recommend the next best content in real-time. It turns CPD from a static library of content into a dynamic, adaptive learning environment.

 

Features:

  • 24/7 Access: Advisers can access content at their leisure, whenever and wherever.
  • Personalised Learning Journeys: The platform adapts to each adviser’s behaviour, delivering content that’s relevant to them.
  • Comprehensive Resources: Videos, articles, infographics and practice management tools.
  • Data-Driven Insights: Continuous data capture and analysis means the content evolves with the user.

The Results: Redefining Adviser Support

Vanguard 365 is redefining adviser support, with benefits for advisers and their clients:

  • Adviser Adoption: Advisers love the platform’s simplicity, content and ability to fit into their busy lives.
  • Better Client Outcomes: By upskilling advisers to deliver whole of financial advice, Vanguard 365 strengthens adviser-client relationships and investment outcomes.
  • Future Proof Growth: The data driven personalisation of Vanguard 365 positions Vanguard at the forefront of financial services education.

Hub’s Part: A Strategic Partner

Hub was instrumental in bringing Vanguard 365 to life. From content strategy to data driven personalisation, Hub ensured Vanguard 365 met adviser needs and Vanguard’s mission to improve investment outcomes for all. We know how to build smart content ecosystems, so Vanguard 365 is a dynamic, user-focused platform that combines content and client data to deliver next-level personalisation. This is what marketing technology can do to turn static resources into engagement and growth engines using content as the fuel.

Vanguard 365 Key Takeaways

  1. Personalisation is key: Vanguard 365 uses data-driven insights to deliver content that’s relevant to each adviser to drive deeper engagement and long-term loyalty.
  2. Convenience is key: 24/7 access and bite-sized learning modules mean advisers can upskill on their own terms.
  3. Dynamic Ecosystems deliver: The platform’s content and data integration creates a learning environment that adapts to user behaviour, adviser development and client outcomes.

 

At Hub we’re delighted to have worked with Vanguard to build a smart content ecosystem that’s redefining adviser support. Vanguard 365 is the future of financial services marketing where data and content come together to deliver value and relationships.