Vanguard Super × AIAFW Intra Fund Advice

A

Self-serve

Member finds advice themselves

Member lands on the co-branded advice front door from the Vanguard website, app, or an email nudge. Highest volume, lowest conversion.

Journey A Get started →

B

Staff referral

Vanguard staff refer the member

Contact-centre or servicing staff raise the request on the member's behalf, then hand over the same funnel. Lower volume, much higher conversion.

Journey B Refer member →

1

Entry

Let's confirm how to reach you

Basic member contact info — name, email, mobile, member number, DOB. Pre-populated from the fund, fully editable.

Pre-filled Continue →

2

Advice type

What would you like advice about?

Member selects one referral reason. Intra fund advice covers a single topic at a time.

4 options Member selects →

i

Topic

Investment

Whether the member's investment option still suits their timeframe and comfort with risk.

1,528 · 27% →

ii

Topic

Insurance

Cover held inside super — how much, what it costs, and whether it still fits.

1,410 · 25% →

iii

Topic

Retirement

When the member could retire, what their super might provide, and what to do as they get closer.

2,032 · 36% →

iv

Topic

Contributions

Adding more to super — salary sacrifice, after-tax contributions, and the caps that apply.

689 · 12% →

3

Member summary

Here's what Vanguard already knows

Account type, balance, investment option, insurance in the fund, age and state — pre-populated from Vanguard.

From CRM Looks right →

4

Consent

Your privacy and consent

Privacy consent is required. Marketing consent is pre-ticked and opt-out — the member can decline without affecting their advice.

Opt-out Request meeting →

✓

Booked

First advice meeting booked

Adviser receives the member's topic and super snapshot ahead of the call. This is the conversion event partner reporting measures against.

Converted 3,709 / 30 days

!

Drop-off

Privacy consent declined

Without privacy consent Vanguard can't share member data, so advice can't proceed. Member is offered general information instead.

Exit No advice given

!

Drop-off

Abandoned mid-funnel

Member leaves before consent. Progress is saved so they can resume — the biggest gap between the self-serve and staff-referred journeys.

Resumable Nurture →

A

To-do list

Item in "Your to do list"

Sits with Notify Employer and Manage insurance in the list members already action. Most native placement, lowest reach.

Portal See it in place →

B

Banner

Banner under the welcome hero

First thing below the greeting, and the only placement that carries the "provided by AIA Financial Wellbeing" attribution openly.

Portal See it in place →

C

Tile

Tile in the actions row

Mirrors the Browse products / Auto-Invest row, so it reads as part of the product rather than a campaign.

Portal See it in place →

D

Contextual

Contextual prompt on the data

Fires on something true about the member — 4 years in one investment option — and deep-links to that advice topic.

Portal See it in place →

0

Front door

Get intra fund advice about your super

The full-bleed Vanguard red hero. Explains that intra fund advice is included with membership, and that the member's details are already filled in.

Splash Get started →

Journeys & stages

Intra Fund Advice → AIAFW