BlackRock client customizations

The world’s largest asset manager created an educational tool that preps employees for retirement.

How do you teach employees with wildly diverse financial needs to optimize their retirement options? This animated, interactive journey yielded hundreds of unique end-user experiences depending on how participants answered questions.

Challenge

How do you teach employees with wildly diverse financial needs to optimize their retirement options? This animated, interactive journey yielded hundreds of unique end-user experiences depending on how participants answered questions.

BlackRock is one of the world’s largest asset managers whose purpose is to help people experience financial well-being.

BlackRock’s 401k plan sponsors needed a way to educate people on managing and increasing their retirement contributions with personalized content.

Solution

Since viewer engagement and customized content were crucial, we built an interactive digital content experience. The experience enabled BlackRock plan sponsors to easily communicate the basics of 401k saving, and provide a clear path on how individuals could increase their contributions.

This animated, interactive journey yielded hundreds of unique end-user experiences depending on how participants answered questions. 

Our interactive video successfully helped BlackRock offer custom-fit guidance to individual investors, empowering them to plan for a comfortable retirement. The content series also provided BlackRock’s team with a new form of user communication whose personalization program provided immense value and user data compared to prior communications methods.

The content series was piloted internally at BlackRock, then expanded externally for use with clients. The internal BlackRock team applauded the value of this program's personalization, especially in comparison to prior communications where all recipients were sent the same, text-based email message. Of the users who completed the interactive experience, a whopping 58.2% chose to increase their 401k contribution.

BlackRock was then able to analyze participant data to get a clearer picture of how employees were leveraging their retirement options. The company successfully offered custom-fit guidance to individual investors, empowering them to plan for a comfortable retirement.

Outcomes & Deliverables

  • Interactive Digital Experience with thousands of unique play opportunities
  • Recognized by Pensions and Investments for innovative use of video to educate employees

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