CREATING A UNIQUE BEHAVIOURAL FINANCE PROGRAM FOR ZURICH THAT HAD THE ABILITY TO MAKE A GENUINE DIFFERENCE

What we loved

Applying Behavioural Economics and Finance to create a series of fun, funny and genuine useful lessons close the gap between financial knowledge and behaviour

How we got there

Our opportunity was to go beyond the usual financial literacy programmes, which often focus (unhelpfully) on simply sharing knowledge. Why? Because while financial education is seen as a way to improve financial behavior, our research showed it has minimal impact alon. This is because people make money decisions based on emotions and biases—not just facts. And any knowledge they might take on fades without action.

Our approach addressed what we called this knowledge–action gap by applying behavioral economics and behavioural finance insights and approached to create a uniquely compelling financial literacy program for Zurich. Working with a Behavioral Economist expert we made it easier for people to empower real, lasting behavioral change, not just awareness, by helping them change money habits and take practical steps towards achieving a better financial future. Welcome to your new Money Mindset. 

Designed for global impact, social-first, visually distinct and market-adaptable to differentiate from competitors and enable scalable local activation. 

What it changed

Pending. The programme is split into x3 content bursts, with more local markets coming on board to support the programme. To date (burst 1 only )crosschannel it’s delivered 

+547m Impressions | +172m Engagement |+1.19m Clicks | Avg. Onsite Session Duration of over 3:30 minutes (across 5 markets)