How do you inspire people to take control of their financial wellness and start planning for retirement? How do you advise people in a way that’s interesting and in a way that doesn’t make people feel overwhelmed? These were the questions we asked when financial company Morningstar challenged us to create a joint-marketing campaign with their HelloWallet division that would propel users to engage with the daily financial planning and retirement services available via Morningstar through users’ employers.
Make financial wellness, daily budgeting, and retirement planning feel like issues that are real enough and urgent enough to inspire user action.
Use easy-to-answer questions to help people imagine their futures, starting with the easier-to-picture immediate future, and moving out from there.
A campaign that gets users thinking about, and acting upon, their financial futures through questions that are quick, relevant, and even a bit fun.