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 behaviour, our research showed it has minimal impact alone. 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 Behavioural Economics and behavioural finance insights and approached to create a uniquely compelling financial literacy program for Zurich. Working with a Behavioural Economist expert we made it easier for people to empower real, lasting behavioural 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
165m views across the first burst of activity alone.
119m views on the first TikTok video.
+547m
Impressions
+172m
Engagement
+1.19m
Clicks
Avg. Onsite Session Duration of over
3:30
minutes (across 5 markets)
