Case Study: eMoney launches a millennial-friendly app with Pathfinders Advertising

eMoney books 30 demos and closes 15 sales with Pathfinders Advertising

eMoney, known for its comprehensive wealth management platform, developed a new free app called Incentive to help financial advisors attract a younger, millennial clientele. They enlisted Pathfinders Advertising to create an "unboring" brand for the app that would appeal to this target audience on a very tight timeline.

Pathfinders developed a visual identity featuring monochrome photography, vibrant colors, and a logo with a hidden carrot image to connote an incentive. Their content strategy focused on simple daily savings victories, supported by an upbeat video. This solution helped eMoney book 30 demos, which led to 15 sales to financial advisors representing over 5,000 plan participants. The app won a Benzinga Global Fintech Award for "Best New Product," and Pathfinders delivered one very happy client.

eMoney