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10 golden rules for online tools

Explore insightful tips to enhance financial literacy through personalized online tools, user-friendly experiences, and actionable content. Learn how to engage target groups effectively and align with current events. Collaborate with partners for a successful implementation.

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10 golden rules for online tools

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  1. 10 golden rulesfor online tools Henriëtte Raap & DjajaOttenhof April 2016

  2. Introductory video 10 golden rules for online tools

  3. StatementIn 10 years all personal financematterswillbe dealt with online. AGREE DISAGREE 10 golden rules for online tools

  4. We do share a perspectivefrom the developedworld. • Internet users per 100 inhabitants Source: International Telecommunications Union. 10 golden rules for online tools

  5. 1. Personalise At whatagewouldyoubeableto retire in the Netherlands? • http://www.pensionage.nl 10 golden rules for online tools

  6. 1. Personalise Engage the target group: • Is ittheirworld? Develop and test with focus groups. • How to provide reality-checks? Transfer intoreality via workshops. • Basiccompetencestrained in game, reflected and strengthened in workshops. 10 golden rules for online tools

  7. 2. Identify the target group The more specific the target group, the better will be the performance of a tool. Source: exactitudes.com 10 golden rules for online tools

  8. QuestionWhat groups need special attention in the field of financial literacy in your country? 10 golden rules for online tools

  9. 3. Offer somethingactionable There has tobe a call to action andsomething users canactually do. Whatcan we offer? Links toother websites. More in-depth information. Make anappointmentwithyourself. 10 golden rules for online tools

  10. 3. Offer somethingactionable 10 golden rules for online tools

  11. 3. Offer somethingactionable 10 golden rules for online tools

  12. 4. Create a seamless user experience Our tools are fullyresponsive: 10 golden rules for online tools

  13. 4. Create a seamless user experience We loadtest. Whenwe have to scale up, our site moves to the cloud. We usesimple domain names. 10 golden rules for online tools

  14. QuestionWould you like to share an example of a site or service you really like to use? 10 golden rules for online tools

  15. 5. Usesimplebutnotoversimplifiedlanguage 1 in 3 Dutch thinktheycanusetheir pension statement to calculate the net wealth in their house *. * Bogusquestion in AFM study. 10 golden rules for online tools

  16. 5. Usesimple but notoversimplifiedlanguage • No difficult/challenging vocabulary • Short sentences • Use informal form of address • Straightforward questions Avoid ‘tripover’ questions 10 golden rules for online tools

  17. 6. Match and manage expectations • A few basicquestions? -> Simplebut practical output will do. • Do youfill in a lot of detailedinformation? -> Youexpect in-depth output. 10 golden rules for online tools

  18. 6. Match and manage expectations • Question: Do you have children? What age? • Result: You are entitled to child benefits because you have two young children. Your eldest child can get a study loan. 10 golden rules for online tools

  19. 7. Make use of behavioralinsights Self-efficacy & goals in small steps Source: zelfjeschuldenregelen.nl 10 golden rules for online tools

  20. 7. Make use of behavioralinsights Norms Source: zelfjeschuldenregelen.nl 10 golden rules for online tools

  21. 7. Make use of behavioralinsights Herdingbehaviour Source: zelfjeschuldenregelen.nl 10 golden rules for online tools

  22. 7. Make use of behavioralinsights Default Source: zelfjeschuldenregelen.nl 10 golden rules for online tools

  23. 7. Makeuse of behavioralinsights Default Source: zelfjeschuldenregelen.nl 10 golden rules for online tools

  24. 8. Beware of big brother, but useyourauthority 10 golden rules for online tools

  25. QuestionWhowouldbe best positioned toprovide information aboutfinance in your country? 10 golden rules for online tools

  26. 9. Make use of current events 10 golden rules for online tools

  27. 9. Makeuse of currentevents Tool use: ↑540% 10 golden rules for online tools

  28. 10. Workwith partners Shape and realiseideas: • Whichstakeholdersshouldbeon board? Target group and experts in educational topic, accept an independent learningapproach. • How to fullycommit partners? Proofneedwithin society and target group, • Independent private and state financing, readiness to assume risk. + + 10 golden rules for online tools

  29. 10. Work with partners 10 golden rules for online tools

  30. Whenwillyoubeable to retire? Your average retirementage: 69 years, 9 months 10 golden rules for online tools

  31. 10 golden rules for online tools 10 golden rules for online tools

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