Case Study: Jackson expands retirement planning reach with Think Company service design

Jackson reimagines retirement services with Think Company for $315 billion in assets

Think Company partnered with Jackson, a Fortune 500 retirement planning company, to help them digitally facilitate a new educational offering. Their challenge was to broaden the reach of this program, which was designed to help financial advisors and their clients set financial goals for retirement.

To address this, Think Company employed service design and research to map the retirement journey and identify key barriers to adoption. Their solution included improving communication with more concise content and creating a testable prototype for advisors. This provided Jackson with a clear framework and the necessary tools to build improved services that better meet the needs of their customers and agents.

Jackson