Vanguard Digital Transformation Workshop

Vanguard Digital Transformation Workshop

Fictional event created for the Offplication university project. This workshop is not affiliated with or endorsed by Vanguard.

How could technology make financial services easier to use? This sample workshop explores digital transformation through a practical business challenge, giving students and recent graduates an introduction to technology-driven change.

In the proposed workshop, teams would redesign a fictional investment platform’s customer onboarding process. Participants would identify problems in the existing customer journey and propose improvements, considering how automation could reduce repetitive tasks while keeping human support available.

For industry background, explore Vanguard’s technology teams and career opportunities. Its official page introduces work across cloud applications, cybersecurity and data analytics, alongside user experience and other technology roles.

Participants could also use Microsoft Learn’s “Transform your business with AI” learning path to explore how organizations plan and adopt AI.

The final discussion would examine the risks of the proposed solutions. The NIST AI Risk Management Framework provides further reading on incorporating trustworthiness into the development and use of AI systems.

Suggested audience: Students and recent graduates interested in fintech, digital consulting or technology careers. The sample activities would focus on business reasoning rather than programming.