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A project proposal and creative strategy for US Bank to enhance customer engagement using an app and augmented reality.
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ALEX MOSNER ERICA OLMSTEAD
ASHLEY POAGE YONA WEISLEDER
project proposal
multi-tasking
shortattention
span on-the-go
connected
instaGENERATION
MILLENNIALS18-35 YEARSTARGET
79 millionin the USstudent loan debt
seeking financial advice
MILLENNIALS18-35 YEARSTARGET
online research
longer life expentancy
MILLENNIALSFINANCIAL REALITYKEY INSIGHT
MILLENNIALS want EMPOWERMENTwith regards to their FINANCES,
but they do not know how to TRACK and MANAGEtheir SPENDING, yet they do not feel
they deserve a FINANCIAL PLANNER
FINANCIAL PLANNERIN YOUR POCKETCONCEPT
GUIDANCEconvenience
meaningadvice
awarenesseducation
enabling
empowerment
relevancecontextreal-time
WHAT’S INSIDE YOURpocket?
MOBILE APPFINANCES ON-THE-GOPRODUCT
pocketby
MOBILE APPFINANCES ON-THE-GOPRODUCT
pocketby
8:23 AM 100%8:23 AM 100%Verizon
MessagesMail SafariPhone
Clock Camera Photos
RemindersNotes
Movies Music iTunes Store
Settings Weather Calendar
30Sunday
Facetime Maps
FacebookTwitter
App Store
App Store
pocket rewardsgoalsbalance help
pocketVerizon 12:34 AM 100%
GET STARTEDhave your consultation
pocket rewardsgoalsbalance help
consultVerizon 12:34 AM 100%
WELCOME!pocket is your personalfinance planner on-the-gopocket is here for youwhen you need itand where you need it
FoodEntretainmentClothing
Personal CareHome GoodsRent
UtilitiesOther:
WHERE DO YOU THINK YOU SPEND MOSTOF YOUR MONEY?
WHAT IS YOUR #1 CONCERN REGARDINGYOUR FINANCES?
WHAT ARE YOUR SHORT-TERM SAVING GOALS?Game/Concert TicketSeason ClothesHome Improvement
TripOther:
Paying off your student loanPaying your monthly bills on timeSaving for the future
Other:
chatVerizon 12:34 AM 100%
You can use this week’s JTconcert savings or reduce thisweek’s coffee purchases to two.
I just saw a coat at NORTHFACE that is a little over $75,where would I have to reducemy spendings to afford it?
SendGreat! Please change my savings
space
Q
A S D F G H J K L
Z X C V B N M
return
W E R T Y U I O P
123
How can I help you?
pocket rewardsgoalsbalance help
pocketVerizon 12:34 AM 100%
HEY! THE NORTH FACE is around the corner
You have $75 to spend on WINTER CLOTHES
Treat yourself! Free STARBUCKS coffee
TALK to pocketCHAT with pocket
CHECK INupdate your consultation
UPDATES
Last purchase: CHIPOTLE 12/07/13
XCEL ENERGY 12/05/13downtown, minneapolis, mn
$25.04$886.66
pocket rewardsgoalsbalance help
balance
$2,048.00
Verizon 12:34 AM 100%
ACCOUNT 0000available balance
TRANSACTIONS
CATEGORIESTOTAL WEEKLY
Search transactions
CHIPOTLE 12/07/13university, minneapolis, mn
$8.66$2,048.00
MANN THEATHERS INC 12/06/13downtown, minneapolis, mn
$30.00$2,056.66
WIRE TRANSFER 12/05/13university, minneapolis, mn
$1,200.00$2,086.66
FOODrestaurants/groceries
$76.98$100.00
XCEL ENERGY 12/05/13downtown, minneapolis, mn $25.04
pocket rewardsgoalsbalance help
total balanceVerizon 12:34 AM 100%
TRANSACTIONS
CATEGORIESTOTAL WEEKLY
Search transactions
CHIPOTLE 12/07/13university, minneapolis, mn $8.66
LUNDS GROCERY STORE 12/04/13downtown, minneapolis, mn $68.32
UTILITIESelectricity/heat/cable
$95.04$250.00
MACY’S 12/03/13downtown, minneapolis, mn $19.99
pocket rewardsgoalsbalance help
balancetotal
Verizon 12:34 AM 100%
Search transactions
TRANSACTIONS
CATEGORIES WEEKLYTOTAL
WEEK #1december 2013
$152.01$325.00
CHIPOTLE 12/07/13university, minneapolis, mn $8.66
MANN THEATHERS INC 12/06/13downtown, minneapolis, mn $30.00
XCEL ENERGY 12/05/13downtown, minneapolis, mn $25.04
LUNDS GROCERY STORE 12/04/13downtown, minneapolis, mn $68.32
pocket rewardsgoalsbalance help
goalsVerizon 12:34 AM 100%
SHORT-TERM
JT CONCERT
LONG-TERM
STUDENT LOAN
WINTER CLOTHES
REDUCE SPENDINGS BY 10%
SKI TRIP
OVERVIEW
pocket rewardsgoalsbalance help
overview goalsVerizon 12:34 AM 100%
WINTER CLOTHESseptember-december 2013
$75.01$100.00
MARSHALLS 11/29/13downtown, minneapolis, mn $5.00
MACY’S 12/03/13downtown, minneapolis, mn $19.99
MONTHLY SAVINGSnovember 2013 $35.00
MONTHLY SAVINGSoctober 2013 $23.00
MONTHLY SAVINGSseptember 2013 $42.00
pocket rewardsgoalsbalance help
rewardsVerizon 12:34 AM 100%
SMALL REWARDS
OVERVIEW
x1 x0 x3
FREE STARBUCKS COFFEEdue 12/31/13 USE SAVE
BIG REWARDSUPGRADE SEATING FOR JT CONCERTdue 03/31/14 USE
$2.00 OFF GLOVESdue 02/14/14 USE SAVE
1% CASH BACK AT LUNDSdue 12/19/13 USE SAVE
helpVerizon 12:34 AM 100%
Winter clothes
THRIFTY OUTFITTERSwest bank, minneapolis, mn 2.6 miles
MIDWEST MOUNTAINEERINGwest bank, minneapolis, mn 2.5 miles
MACY’Sdowntown, minneapolis, mn 1.5 miles
COLUMBIA SPORTSWEARuptown, minneapolis, mn 0.5 miles
THE NORTH FACEuptown, minneapolis, mn 0.2 miles
space
Q
A S D F G H J K L
Z X C V B N M
return
W E R T Y U I O P
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YOU HAVEIN YOUR
YOU ARE NOT ALONE
SOCIAL MEDIAYOUTUBECAMPAIGN
what’s inside your
pocket?CONTEST
GUERILLA MARKETINGSTORESCAMPAIGN
inside pocketspocket
GUERILLA MARKETINGOUTDOORSCAMPAIGN
FOR US BANKBRIDGING THE GAPBENEFITS
ability to connect lasting relationships
customerloyalty
and retentionrelevant
and compellingproduct insights
cross sellfinancial products
potentialalliances
daily interaction
pocketEVERYTHING YOU NEED IS IN YOUREVERYTHING YOU NEED IS
pocketby
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