Tracy Needham
Financial Writer & Editor | UX Writer | Content Strategist | Copywriter | Marketing Consultant | Market Researcher | 20 Years+ in the Investment Industry
- Role
- Customer Experience (Cx) Copywriter at Vanguard
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
Experience
Customer Experience (Cx) Copywriter
Oct 2024 — Present
Provide strategic writing and communications expertise to redesign the retirement plan participant termination journey—creating a more intuitive online experience that drives positive savings actions and improves key business metrics- Strengthen user confidence and decision-making by crafting clear, concise content with consistent tone, voice, and messaging across institutional and retail platforms- Simplify the online process by synthesizing UX design principles and research insights into user-friendly headings, buttons, labels, alerts, error messages and other microcopy- Develop solutions that balance user needs with business, legal, and technical requirements through cross-functional collaboration with product owners, UX strategists, researchers, designers, and developers in an agile environment.
Skills
- Copywriting
- Marketing Communications
- Marketing Strategy
- Email Marketing
- Integrated Marketing
- Direct Response Copywriting
- Financial Services Copywriting
- Financial Education
- Lead Generation
- Small Business Marketing
- Information Marketing
- Information Products
- Direct Marketing
- White Papers
- Socially Responsible Investing
- Competitive Analysis
- Purpose-Driven Businesses
- Newsletters
- Direct Mail
- Editing
- Creative Direction
- Strategic Marketing Consultancy
- Advertising
- Marketing
- Public Relations
- Social Media Marketing
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