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LAUNCHING “INCENTIVE,” A FINANCIAL MANAGEMENT APP DESIGNED FOR MILLENNIALS

We made managing money cool by breaking through the boring financial wellness landscape with a bold look designed to appeal to the modern aesthetic of millennials. eMoney’s Incentive app literally stood out from its peers and won numerous awards, including the Fintech Breakthrough Award as “Best Wealth Management Product.”

THE SITUATION

AN “UNBORING” BRAND

eMoney developed “Incentive,” a free app advisors could use to attract a younger clientele who wanted help managing their money via 401(K) plans. We were charged with creating an “unboring” brand that would appeal to millennials on a very tight timeline.

THE SOLUTION

A NEW PATH

  • Pathfinders broke through the bland financial wellness landscape with a bold new visual direction and enhanced logo
  • Retirement savings, investments, and paying off student loans can seem overwhelming, so messaging keyed in on the simple daily savings victories that helped lead to better money habits.
  • We created an upbeat, music-driven video to help reinforce the simplicity of using Incentive and how it could make managing money easier.

THE SUCCESS: MONEY IN THE BANK

BEST NEW PRODUCT 

We helped eMoney book 30 demos, leading to 15 sales, representing over 5000 plan participants 

BEST WEALTH MANAGEMENT PRODUCT

Winner of Fintech Breakthrough’s “Best Wealth Management Product” award

NEW LEADS

Winner of Benzinga Global Fintech’s “Best New Product” award 

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