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JacobElderJacobElder
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update industry projects
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‎index.html‎

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<link rel="stylesheet" type="text/css" href="../assets/css/virtual.css">
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<link rel="stylesheet" type="text/css" href="../assets/css/topbar.virtual.css">
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<style>
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.accordion {
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background-color: #eee;
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color: #444;
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cursor: pointer;
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padding: 18px;
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width: 100%;
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border: none;
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text-align: left;
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outline: none;
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font-size: 15px;
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transition: 0.4s;
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margin-bottom: 5px;
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}
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.active, .accordion:hover {
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background-color: #ccc;
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}
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.panel {
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padding: 0 18px;
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background-color: white;
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max-height: 0;
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overflow: hidden;
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transition: max-height 0.2s ease-out;
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}
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</style>
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</head>
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<body class="theme-red">
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<a href="#about" class="nav-link" data-animate="scrolling">About</a>
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</li>
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<li class="nav-item">
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<a href="#portfolio" class="nav-link" data-animate="scrolling">Academic Projects</a>
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<a href="#portfolio" class="nav-link" data-animate="scrolling">Industry Projects</a>
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</li>
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<li class="nav-item">
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<a href="#footer" class="nav-link" data-animate="scrolling">Contact</a>
@@ -231,134 +258,85 @@ <h5>Vanguard</h5>
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<div class="vg-page page-portfolio" id="portfolio">
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<div class="container">
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<h1 class="text-center fw-normal wow fadeInUp">Industry Projects</h1>
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<div class="gridder my-3">
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-1.png" data-fancybox data-caption="<h5 class='fg-theme'>Next Best Nudge</h5><p>Led a project to understand investor psychology through large-scale surveys, using the findings to build a model for personalized client communications.</p>">
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<img src="../assets/img/work/work-1.png" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Next Best Nudge</h5>
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</div>
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</div>
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<div class="accordion-container">
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<button class="accordion">Next Best Nudge</button>
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<div class="panel">
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<p>Led a project to understand investor psychology through large-scale surveys, using the findings to build a model for personalized client communications.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-2.png" data-fancybox data-caption="<h5 class='fg-theme'>Exponential Growth Conjoint</h5><p>Led a study to identify the most effective methods for communicating exponential growth to investors, aiming to boost retirement savings adoption.</p>">
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<img src="../assets/img/work/work-2.png" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Exponential Growth Conjoint</h5>
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</div>
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</div>
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<button class="accordion">Exponential Growth Conjoint</button>
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<div class="panel">
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<p>Led a study to identify the most effective methods for communicating exponential growth to investors, aiming to boost retirement savings adoption.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-3.png" data-fancybox data-caption="<h5 class='fg-theme'>Smart Content Field Experiment</h5><p>Supported a large-scale field experiment testing behavioral science-based marketing messages to improve retirement savings rates.</p>">
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<img src="../assets/img/work/work-3.png" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Smart Content Field Experiment</h5>
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</div>
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</div>
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<button class="accordion">Smart Content Field Experiment</button>
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<div class="panel">
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<p>Supported a large-scale field experiment testing behavioral science-based marketing messages to improve retirement savings rates.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-4.png" data-fancybox data-caption="<h5 class='fg-theme'>Products in Enrollment</h5><p>Led a survey-based research project to understand customer preferences for financial products during the 401(k) enrollment process.</p>">
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<img src="../assets/img/work/work-4.png" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Products in Enrollment</h5>
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</div>
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</div>
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<button class="accordion">Products in Enrollment</button>
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<div class="panel">
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<p>Led a survey-based research project to understand customer preferences for financial products during the 401(k) enrollment process.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-5.png" data-fancybox data-caption="<h5 class='fg-theme'>DA Motivators over TRF</h5><p>Led a research project to understand the key motivators for choosing a digital advisory service over a target-date fund.</p>">
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<img src="../assets/img/work/work-5.png" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>DA Motivators over TRF</h5>
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</div>
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</div>
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<button class="accordion">DA Motivators over TRF</button>
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<div class="panel">
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<p>Led a research project to understand the key motivators for choosing a digital advisory service over a target-date fund.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-6.jpg" data-fancybox data-caption="<h5 class='fg-theme'>Participant Moments Clustering</h5><p>Led a project to identify distinct patterns of customer engagement with their retirement plans over time, enabling more effective, targeted communications.</p>">
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<img src="../assets/img/work/work-6.jpg" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Participant Moments Clustering</h5>
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</div>
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</div>
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<button class="accordion">Participant Moments Clustering</button>
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<div class="panel">
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<p>Led a project to identify distinct patterns of customer engagement with their retirement plans over time, enabling more effective, targeted communications.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-7.jpg" data-fancybox data-caption="<h5 class='fg-theme'>Advice in Enrollment Experiment</h5><p>Led an experiment to optimize the user experience for offering financial advice during the 401(k) enrollment process.</p>">
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<img src="../assets/img/work/work-7.jpg" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Advice in Enrollment Experiment</h5>
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</div>
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</div>
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<button class="accordion">Advice in Enrollment Experiment</button>
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<div class="panel">
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<p>Led an experiment to optimize the user experience for offering financial advice during the 401(k) enrollment process.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-8.jpg" data-fancybox data-caption="<h5 class='fg-theme'>Job Switchers Experiment</h5><p>Led the design of an experiment to improve retirement savings rates for individuals who are switching jobs.</p>">
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<img src="../assets/img/work/work-8.jpg" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Job Switchers Experiment</h5>
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</div>
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</div>
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<button class="accordion">Job Switchers Experiment</button>
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<div class="panel">
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<p>Led the design of an experiment to improve retirement savings rates for individuals who are switching jobs.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-1.png" data-fancybox data-caption="<h5 class='fg-theme'>Cash Plus Conjoint and Survey Discovery</h5><p>Led a collaborative research project to understand customer preferences and mental models for a new cash management product.</p>">
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<img src="../assets/img/work/work-1.png" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Cash Plus Conjoint and Survey Discovery</h5>
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</div>
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</div>
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<button class="accordion">Cash Plus Conjoint and Survey Discovery</button>
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<div class="panel">
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<p>Led a collaborative research project to understand customer preferences and mental models for a new cash management product.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-2.png" data-fancybox data-caption="<h5 class='fg-theme'>Portfolio Choice Experiment</h5><p>Supported a project to test and improve a new portfolio construction prototype for investors.</p>">
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<img src="../assets/img/work/work-2.png" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Portfolio Choice Experiment</h5>
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</div>
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</div>
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<button class="accordion">Portfolio Choice Experiment</button>
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<div class="panel">
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<p>Supported a project to test and improve a new portfolio construction prototype for investors.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-3.png" data-fancybox data-caption="<h5 class='fg-theme'>Max Saver Discovery</h5><p>Led a research project to understand the motivations and behaviors of different segments of high-saving clients.</p>">
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<img src="../assets/img/work/work-3.png" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Max Saver Discovery</h5>
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</div>
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</div>
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<button class="accordion">Max Saver Discovery</button>
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<div class="panel">
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<p>Led a research project to understand the motivations and behaviors of different segments of high-saving clients.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-4.png" data-fancybox data-caption="<h5 class='fg-theme'>Term-Deferred PPJ MaxDiff</h5><p>Led a research project to understand the key motivators for retaining assets with the company for retirees and job changers.</p>">
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<img src="../assets/img/work/work-4.png" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Term-Deferred PPJ MaxDiff</h5>
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</div>
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</div>
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<button class="accordion">Term-Deferred PPJ MaxDiff</button>
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<div class="panel">
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<p>Led a research project to understand the key motivators for retaining assets with the company for retirees and job changers.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-5.png" data-fancybox data-caption="<h5 class='fg-theme'>RPP PPJ</h5><p>Supported a project to identify and address challenges in the online retirement paycheck setup process.</p>">
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<img src="../assets/img/work/work-5.png" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>RPP PPJ</h5>
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</div>
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</div>
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<button class="accordion">RPP PPJ</button>
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<div class="panel">
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<p>Supported a project to identify and address challenges in the online retirement paycheck setup process.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-6.jpg" data-fancybox data-caption="<h5 class='fg-theme'>Advice Meta-Analysis</h5><p>Led a meta-analysis of seven experiments to synthesize findings on customer interest in financial advice services.</p>">
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<img src="../assets/img/work/work-6.jpg" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Advice Meta-Analysis</h5>
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<button class="accordion">Advice Meta-Analysis</button>
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<div class="panel">
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<p>Led a meta-analysis of seven experiments to synthesize findings on customer interest in financial advice services.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-7.jpg" data-fancybox data-caption="<h5 class='fg-theme'>Next Best Nudge Pilot</h5><p>Led a pilot program to test the effectiveness of eight different behavioral science-based email creatives on customer interest in a personal advisor service.</p>">
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<img src="../assets/img/work/work-7.jpg" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>Next Best Nudge Pilot</h5>
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</div>
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<button class="accordion">Next Best Nudge Pilot</button>
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<div class="panel">
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<p>Led a pilot program to test the effectiveness of eight different behavioral science-based email creatives on customer interest in a personal advisor service.</p>
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</div>
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<div class="grid-item wow zoomIn">
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<div class="img-place" data-src="../assets/img/work/work-8.jpg" data-fancybox data-caption="<h5 class='fg-theme'>DA Success Metrics</h5><p>Led a study to explore the effectiveness of social proof messaging on customer interest in a digital advisory service.</p>">
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<img src="../assets/img/work/work-8.jpg" alt="">
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<div class="img-caption">
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<h5 class="fg-theme" style='font-size:15px;'>DA Success Metrics</h5>
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<button class="accordion">DA Success Metrics</button>
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<p>Led a study to explore the effectiveness of social proof messaging on customer interest in a digital advisory service.</p>
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</div>
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<script src="../assets/js/topbar-virtual.js"></script>
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<script>
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var acc = document.getElementsByClassName("accordion");
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var i;
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var panel = this.nextElementSibling;
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if (panel.style.maxHeight) {
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panel.style.maxHeight = null;
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panel.style.maxHeight = panel.scrollHeight + "px";
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</script>
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<script async defer src="https://maps.googleapis.com/maps/api/js?key=AIzaSyAIA_zqjFMsJM_sxP9-6Pde5vVCTyJmUHM&callback=initMap"></script>
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</body>

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