With over $7 trillion in assets under management globally, Vanguard is one of the world’s largest investment companies. The Vanguard Institutional division primarily serves retirement plan sponsors. Vanguard Institutional’s clients are their top priority, and as such, the company wants to ensure their customers get the content they want and need. To do this, they needed to find a solution that could scale to meet their need to personalize customer messages. They recognized it was time to find a solution that could scale to meet their need to personalize customer messages. The right message is critical in a complex retirement landscape. Vanguard Institutional is working to evolve their marketing approach to better personalize their customer experiences. Because the division focus

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