You’re in the decision window — let’s make sure you’re evaluating the right capabilities.
FOR VANGUARD — FREE 1:1 SESSION — LIMITED SPOTS
Already in the decision?Score Vanguard’s AI readiness before you commit.
You’re already evaluating options — this session makes sure the decision you’re building toward is the right one. Walk away with a fitness score benchmarked against leading financial services experimentation programs and an agent shortlist scoped to Vanguard’s digital investment journeys.
50+ programs benchmarked - Free - No pitch
A plan, not a pep talk.
This isn’t an AI overview — it’s a diagnostic built around Vanguard’s actual experimentation program. We map your workflow against the journeys that drive Vanguard’s digital revenue, score where you sit against the top financial services experimentation teams, and tell you exactly what to build.
1
Vanguard’s AI maturity score
We score Vanguard’s program across five dimensions — from executive buy-in to agent deployment readiness. You see exactly where you stand against the top financial services experimentation teams and get a gap analysis showing what it takes to reach the next level.
2
Mapping your investor journeys
We map your experimentation workflow across Vanguard’s highest-stakes digital flows — account opening, investor portal self-service, and fund purchase paths. Where do tests get stuck? Where is your team doing manual work an agent could handle? We identify the friction points slowing velocity in each journey.
3
Your three highest-impact agents
Every opportunity gets scored by impact and effort, so you leave with the three agents that matter most for Vanguard — scoped to where your biggest conversion gaps live, whether that’s application completion, self-service deflection, or fund purchase paths. Each comes with a breakdown: what it does, what it replaces, and what it saves.
4
Your Vanguard build plan
Once you know what to build, we tell you how to build it within Vanguard’s existing workflows — no new headcount, no disruption to your account-opening and investor-journey test roadmap. You also get priority access to Opal University, Optimizely’s free AI experimentation cohort.
Your session host
You're in good hands
I’m Darcey Lachtman, and I’ll be leading your AI fitness workshop.
I’ve spent a decade in experimentation—starting at Optimizely in 2016, then refining my skills at LaunchDarkly and Eppo, before returning to Optimizely as Solution Strategy Director. I’m Optimizely’s expert on agentic experimentation, and I’ll show you exactly where AI agents fit into your program.
Wherever you’re starting, there’s a seat here for you.
What I care about: Making this genuinely useful, not impressive. You should walk away knowing exactly where AI fits your program, and confident enough to start building.
Used by the biggest experimentation programs in the world.
Salesforce
ebay
Alaska Airlines
American Express
Dolby
Fjällräven
New Era
We mapped our standard experimentation workflow, identified where Optimizely’s AI agents plug into current gaps, and scoped out what we could build custom. The sky’s the limit.
Brandon Brackett
Head of Growth Experimentation, Salesforce
We went through our entire experimentation process end to end, mapped where AI agents could fit in, and came out with a clear picture of what to build next.
Shaun Dolan
Group Optimisation Manager, Kingfisher plc
Workshop bonus
Track your real fitness too.
We’re tracking the AI fitness of your experimentation program. But you may as well track your personal fitness too. You’ll get a free Apple Watch SE 3—shipped to you after your session.
1
USA
You’ll receive an Apple Watch SE 3 GPS 44mm, shipped directly to you.
2
Europe or the U.K.
You’ll receive an Apple gift card for the equivalent value—same idea, your choice of model.
3
One per workshop
One Apple Watch per workshop.
* This offer is exclusive to the original invited recipient. If this page was forwarded to you by someone else, the gift does not automatically apply—please get in touch to check whether your account is eligible before booking.
Is this for you?
If you lead Vanguard’s experimentation program and you’ve been asked what AI means for your roadmap — this was built for you. If you’re still standing up the basics, get those in place first.
This is for you if...
You lead experimentation at Vanguard and you’ve been asked what the AI roadmap looks like for your digital investment journeys.
You’re running structured experiments across Vanguard’s account-opening and investor-service flows, but haven’t formalized AI’s role in your program.
You need to take a concrete AI build plan to leadership — not a proof-of-concept slide.
You’re ready to leave with a prioritized agent shortlist, not a framework deck.
Not quite yet if ...
You’re still standing up Vanguard’s experimentation program — get the foundation in place first.
You’re looking for a general AI overview. This session is applied to Vanguard’s actual digital journeys.
You can’t commit 60 focused minutes. This only works if you’re fully in it.
Free. Private. No pitch.
Fill in your details and we’ll reach out to confirm a time that works for you.
✓ Completely free—no credit card needed
✓ Specific to Vanguard’s experimentation program — not a generic AI overview
✓ No sales pitch—just useful outputs
✓ Apple Watch SE 3 (or gift card) per workshop
