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US Bank Project Proposal
- 1. project proposal ALEX MOSNER ERICA OLMSTEAD ASHLEY POAGE YONA WEISLEDER
- 3. TARGET MILLENNIALS 18-35 YEARS 79 million in the US student loan debt longer life expentancy online research seeking financial advice
- 4. KEY INSIGHT MILLENNIALS FINANCIAL REALITY MILLENNIALS want EMPOWERMENT with regards to their FINANCES, but they do not know how to TRACK and MANAGE their SPENDING, yet they do not feel they deserve a FINANCIAL PLANNER
- 5. CONCEPT FINANCIAL PLANNER IN YOUR POCKET convenience empowerment advice meaning education context relevance GUIDANCE awareness enabling real-time
- 8. PRODUCT MOBILE APP FINANCES ON-THE-GO Verizon 8:23 AM 100% Sunday 30 App Store Settings Weather Calendar Clock Camera Photos App Store Notes Twitter Facebook Reminders Movies Music Pocket iTunes Store Facetime Maps Phone Mail Messages Safari pocket by
- 9. 12:34 AM Verizon 100% pocket 12:34 AM Verizon 100% consult pocket WELCOME! pocket is your personal finance planner on-the-go pocket is here for you when you need it and where you need it WHERE DO YOU THINK YOU SPEND MOST OF YOUR MONEY? Food Entretainment Clothing Personal Care Home Goods Rent Utilities Other: WHAT IS YOUR #1 CONCERN REGARDING YOUR FINANCES? GET STARTED Paying off your student loan Paying your monthly bills on time Saving for the future have your consultation Other: WHAT ARE YOUR SHORT-TERM SAVING GOALS? Game/Concert Ticket Season Clothes Home Improvement balance goals pocket rewards help balance goals Trip Other: pocket rewards help
- 10. 12:34 AM Verizon 100% pocket Verizon pocket 12:34 AM 100% chat How can I help you? CHECK IN I just saw a coat at NORTH FACE that is a little over $75, where would I have to reduce my spendings to afford it? update your consultation TALK to pocket CHAT with pocket You can use this week’s JT concert savings or reduce this week’s coffee purchases to two. UPDATES Great! Please change my savings Send Last purchase: CHIPOTLE 12/07/13 HEY! THE NORTH FACE is around the corner Q W E R T Y U I O P You have $75 to spend on WINTER CLOTHES A S D F G H J K L Treat yourself! Free STARBUCKS coffee balance goals pocket rewards Z X C V B N M help 123 space return
- 11. 12:34 AM Verizon 100% balance 12:34 AM Verizon balance total Search transactions 100% Search transactions TRANSACTIONS $2,048.00 TOTAL 100% balance total Search transactions ACCOUNT 0000 12:34 AM Verizon TRANSACTIONS CATEGORIES WEEKLY TOTAL CATEGORIES WEEKLY available balance $76.98 FOOD restaurants/groceries $100.00 WEEK #1 $152.01 december 2013 $325.00 TRANSACTIONS TOTAL CATEGORIES WEEKLY $8.66 CHIPOTLE 12/07/13 university, minneapolis, mn $2,048.00 $30.00 MANN THEATHERS INC 12/06/13 downtown, minneapolis, mn WIRE TRANSFER 12/05/13 university, minneapolis, mn $2,056.66 $1,200.00 $25.04 downtown, minneapolis, mn goals pocket $8.66 university, minneapolis, mn LUNDS GROCERY STORE 12/04/13 downtown, minneapolis, mn $68.32 $95.04 UTILITIES electricity/heat/cable $250.00 $886.66 rewards help CHIPOTLE 12/07/13 XCEL ENERGY 12/05/13 downtown, minneapolis, mn balance goals pocket $25.04 rewards help $8.66 university, minneapolis, mn MANN THEATHERS INC 12/06/13 $30.00 XCEL ENERGY 12/05/13 $25.04 LUNDS GROCERY STORE 12/04/13 $68.32 MACY’S 12/03/13 $19.99 downtown, minneapolis, mn downtown, minneapolis, mn downtown, minneapolis, mn $2,086.66 XCEL ENERGY 12/05/13 balance CHIPOTLE 12/07/13 downtown, minneapolis, mn balance goals pocket rewards help
- 12. 12:34 AM Verizon goals Verizon 12:34 AM overview 100% goals 100% OVERVIEW WINTER CLOTHES $75.01 MACY’S 12/03/13 $19.99 MONTHLY SAVINGS $35.00 september-december 2013 SHORT-TERM downtown, minneapolis, mn JT CONCERT november 2013 WINTER CLOTHES $100.00 MARSHALLS 11/29/13 $5.00 downtown, minneapolis, mn REDUCE SPENDINGS BY 10% MONTHLY SAVINGS $23.00 MONTHLY SAVINGS $42.00 october 2013 SKI TRIP september 2013 LONG-TERM STUDENT LOAN balance goals pocket rewards help balance goals pocket rewards help
- 13. 12:34 AM Verizon Verizon 100% 12:34 AM 100% help rewards OVERVIEW Winter clothes THE NORTH FACE 0.2 miles COLUMBIA SPORTSWEAR 0.5 miles MACY’S 1.5 miles MIDWEST MOUNTAINEERING 2.5 miles THRIFTY OUTFITTERS 2.6 miles uptown, minneapolis, mn x1 x0 x3 uptown, minneapolis, mn SMALL REWARDS FREE STARBUCKS COFFEE due 12/31/13 $2.00 OFF GLOVES USE SAVE USE SAVE due 02/14/14 1% CASH BACK AT LUNDS due 12/19/13 USE SAVE downtown, minneapolis, mn west bank, minneapolis, mn west bank, minneapolis, mn Q W E R T Y U I O P BIG REWARDS A S D F G H J K L UPGRADE SEATING FOR JT CONCERT due 03/31/14 USE Z X C V B N M 123 balance goals pocket rewards help space return
- 14. YOU ARE NOT ALONE YOU HAVE IN YOUR pocket
- 16. CAMPAIGN SOCIAL MEDIA YOUTUBE what’s inside your pocket ? CONTEST
- 17. CAMPAIGN GUERILLA MARKETING STORES pocket inside pockets
- 19. BENEFITS potential alliances FOR US BANK BRIDGING THE GAP lasting relationships ability to connect customer loyalty and retention daily interaction relevant and compelling product insights cross sell financial products
- 20. pocket EVERYTHING YOU NEED IS EVERYTHING YOU NEED IS IN YOUR
- 21. pocket by