Increase awareness and conversion with a younger, urban non-credit union users.
User experience, ethnography, reports, Stats Canada, surveys, interviews, journals
Up-and-comers, living life to the fullest and life builders and planners.
Millennials and Gen X don’t have a preference for any FIs because they believe FI’s don’t understand what they need and are only looking to profit from customers.
Rally millennials and Gen Xers to take a stand for their finances and join a credit union – a financial institution that works for them to give them the life they want.
HOW IT COMES TO LIFE:
Product innovation through strategic partnership with tech companies to build customizable dashboard/app with information, news feed, updates, suggestions, trends, alerts relevant to specific user.
Personal financial advisor bot – text any question at any time and get answers immediately
Experiential campaign – machine that looks like an ATM in places where they’re spending but gives you financial advice or myth busts banks and Credit unions instead.
Lead generation, conversion, retention, net promoter score.
Miami Ad School Planning and Strategy bootcamp team project.