US Bank Project Proposal

ALEX MOSNER ERICA OLMSTEAD

ASHLEY POAGE YONA WEISLEDER

project proposal

multi-tasking

shortattention

span on-the-go

connected

instaGENERATION

MILLENNIALS18-35 YEARSTARGET

79 millionin the USstudent loan debt

seeking financial advice

MILLENNIALS18-35 YEARSTARGET

online research

longer life expentancy

MILLENNIALSFINANCIAL REALITYKEY INSIGHT

MILLENNIALS want EMPOWERMENTwith regards to their FINANCES,

but they do not know how to TRACK and MANAGEtheir SPENDING, yet they do not feel

they deserve a FINANCIAL PLANNER

FINANCIAL PLANNERIN YOUR POCKETCONCEPT

GUIDANCEconvenience

meaningadvice

awarenesseducation

enabling

empowerment

relevancecontextreal-time

WHAT’S INSIDE YOURpocket?

MOBILE APPFINANCES ON-THE-GOPRODUCT

pocketby

MOBILE APPFINANCES ON-THE-GOPRODUCT

pocketby

8:23 AM 100%8:23 AM 100%Verizon

MessagesMail SafariPhone

Clock Camera Photos

RemindersNotes

Movies Music iTunes Store

Settings Weather Calendar

30Sunday

Facetime Maps

FacebookTwitter

Pocket

App Store

App Store

pocket rewardsgoalsbalance help

pocketVerizon 12:34 AM 100%

GET STARTEDhave your consultation


consultVerizon 12:34 AM 100%

WELCOME!pocket is your personalfinance planner on-the-gopocket is here for youwhen you need itand where you need it

FoodEntretainmentClothing

Personal CareHome GoodsRent

UtilitiesOther:

WHERE DO YOU THINK YOU SPEND MOSTOF YOUR MONEY?

WHAT IS YOUR #1 CONCERN REGARDINGYOUR FINANCES?

WHAT ARE YOUR SHORT-TERM SAVING GOALS?Game/Concert TicketSeason ClothesHome Improvement

TripOther:

Paying off your student loanPaying your monthly bills on timeSaving for the future

Other:

pocket

chatVerizon 12:34 AM 100%

pocket

You can use this week’s JTconcert savings or reduce thisweek’s coffee purchases to two.

I just saw a coat at NORTHFACE that is a little over $75,where would I have to reducemy spendings to afford it?

SendGreat! Please change my savings

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How can I help you?


pocketVerizon 12:34 AM 100%

HEY! THE NORTH FACE is around the corner

You have $75 to spend on WINTER CLOTHES

Treat yourself! Free STARBUCKS coffee

TALK to pocketCHAT with pocket

CHECK INupdate your consultation

UPDATES

Last purchase: CHIPOTLE 12/07/13

XCEL ENERGY 12/05/13downtown, minneapolis, mn

$25.04$886.66


balance

$2,048.00

Verizon 12:34 AM 100%

ACCOUNT 0000available balance

TRANSACTIONS

CATEGORIESTOTAL WEEKLY

Search transactions

CHIPOTLE 12/07/13university, minneapolis, mn

$8.66$2,048.00

MANN THEATHERS INC 12/06/13downtown, minneapolis, mn

$30.00$2,056.66

WIRE TRANSFER 12/05/13university, minneapolis, mn

$1,200.00$2,086.66

FOODrestaurants/groceries

$76.98$100.00

XCEL ENERGY 12/05/13downtown, minneapolis, mn $25.04


total balanceVerizon 12:34 AM 100%

TRANSACTIONS

CATEGORIESTOTAL WEEKLY

Search transactions

CHIPOTLE 12/07/13university, minneapolis, mn $8.66

LUNDS GROCERY STORE 12/04/13downtown, minneapolis, mn $68.32

UTILITIESelectricity/heat/cable

$95.04$250.00

MACY’S 12/03/13downtown, minneapolis, mn $19.99


balancetotal

Verizon 12:34 AM 100%

Search transactions

TRANSACTIONS

CATEGORIES WEEKLYTOTAL

WEEK #1december 2013

$152.01$325.00

CHIPOTLE 12/07/13university, minneapolis, mn $8.66

MANN THEATHERS INC 12/06/13downtown, minneapolis, mn $30.00

XCEL ENERGY 12/05/13downtown, minneapolis, mn $25.04

LUNDS GROCERY STORE 12/04/13downtown, minneapolis, mn $68.32


goalsVerizon 12:34 AM 100%

SHORT-TERM

JT CONCERT

LONG-TERM

STUDENT LOAN

WINTER CLOTHES

REDUCE SPENDINGS BY 10%

SKI TRIP

OVERVIEW


overview goalsVerizon 12:34 AM 100%

WINTER CLOTHESseptember-december 2013

$75.01$100.00

MARSHALLS 11/29/13downtown, minneapolis, mn $5.00

MACY’S 12/03/13downtown, minneapolis, mn $19.99

MONTHLY SAVINGSnovember 2013 $35.00

MONTHLY SAVINGSoctober 2013 $23.00

MONTHLY SAVINGSseptember 2013 $42.00


rewardsVerizon 12:34 AM 100%

SMALL REWARDS

OVERVIEW

x1 x0 x3

FREE STARBUCKS COFFEEdue 12/31/13 USE SAVE

BIG REWARDSUPGRADE SEATING FOR JT CONCERTdue 03/31/14 USE

$2.00 OFF GLOVESdue 02/14/14 USE SAVE

1% CASH BACK AT LUNDSdue 12/19/13 USE SAVE

helpVerizon 12:34 AM 100%

Winter clothes

THRIFTY OUTFITTERSwest bank, minneapolis, mn 2.6 miles

MIDWEST MOUNTAINEERINGwest bank, minneapolis, mn 2.5 miles

MACY’Sdowntown, minneapolis, mn 1.5 miles

COLUMBIA SPORTSWEARuptown, minneapolis, mn 0.5 miles

THE NORTH FACEuptown, minneapolis, mn 0.2 miles

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YOU HAVEIN YOUR

pocket

YOU ARE NOT ALONE

SOCIAL MEDIAYOUTUBECAMPAIGN

what’s inside your

pocket?CONTEST

GUERILLA MARKETINGSTORESCAMPAIGN

inside pocketspocket

GUERILLA MARKETINGOUTDOORSCAMPAIGN

FOR US BANKBRIDGING THE GAPBENEFITS

ability to connect lasting relationships

customerloyalty

and retentionrelevant

and compellingproduct insights

cross sellfinancial products

potentialalliances

daily interaction

pocketEVERYTHING YOU NEED IS IN YOUREVERYTHING YOU NEED IS

pocketby

US Bank Project Proposal

Marketing

Transcript of US Bank Project Proposal