Vanguard PlanIQ - Product Marketing
Vanguard PlanIQ is an AI-powered experience that helps retirement plan sponsors turn complex data into actionable insights through natural-language queries and intelligent analytics.
I partnered with the Vanguard account team to translate the product into polished, brand-aligned video content for high-visibility client presentations. I led the work from concept and storyboarding through demo capture, motion design, editing, and final delivery.
Following the success of the demo, I created a Vanguard x KPMG Year in Review video highlighting key milestones from the partnership.
ROLE
Creative Direction, Motion Graphics Design, Demo Capture, Editing
TEAM
Sole Video Designer
CLIENT
Vanguard / KPMG
TYPE
Product / AI / Financial Services
YEAR
2025
Vanguard PlanIQ Demo Video
Challenge
Introduce a sophisticated AI-powered platform to senior executives and Vanguard clients in a way that quickly communicated what PlanIQ does, why it matters, and how it could support better decision-making.
The video also needed to feel distinctly Vanguard, requiring me to work within an established visual system rather than KPMG’s own brand language.
Approach
I began by familiarizing myself with Vanguard’s existing video content, studying its visual language, pacing, typography, imagery, and overall tone to ensure the piece felt native to the brand.
I then developed a concise product story combining guided demo capture, motion graphics, and benefit-led messaging to make the AI experience easy to understand for an executive audience. To balance the technology-focused content with a more human perspective, I incorporated lifestyle B-roll featuring families and everyday moments that aligned with Vanguard’s established visual style and retirement-focused storytelling.
Impact
The final video provided the account team with a polished, executive-ready tool for high-stakes client presentations and conferences, helping audiences quickly understand PlanIQ’s capabilities and the value behind the technology.
Vanguard x KPMG Year in Review
Following the PlanIQ work, I was brought back to create a year-in-review video highlighting key milestones from the Vanguard and KPMG partnership.
I developed a timeline-driven story combining archival footage, motion graphics, and keyword-led messaging to turn a year of activity into a concise visual narrative celebrating the partnership and its progress.
