Confidence Builders
The Confidence Builders (CB) team is a group with the Retirement Plan Services (RPS) division that delivers deeply researched, personalized, and highly targeted communications based on participants' behaviors to try and improve their financial experiences. Confidence Builders attempts to center experiences around participant value using qualitative/quantitative testing and research.
The below example is from CB 25, which was based in RPS participants taking a quick financial wellness quiz. The quiz is made up of 5 to 7 questions that will help participants better understand their financial wellness, goals, and future. Where other CB initiatives tend to be more streamlined for a particular type of audience, CB 25 was for a wider group of participants. Our team needed to test how audiences preferred the tone, structure, and content of the emails that participants would receive and decide how they would engage with the content.
Confidence Builders 25 Email Option 1
Confidence Builders 25 Email Option 2
Testing Overview
In these two sample emails for CB 25, we tailored a slightly different message that was tested via usertesting.com through recorded sessions, 5 each per email. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco.
Results
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