MyEva Financial Advice App

Developing a premium experience for a digital financial advice app

Wealth Wizards are market leaders in digital financial advice – their mission is to make financial advice more affordable and accessible for the masses.

To deliver that mission they set about developing an amazing new financial app called MyEva, which we launched in the corporate employer channel as a employee benefit

We were tasked with developing the app identity and all employer and employee marketing communications.

Empowering financial health and wellbeing with personality

Our strategy was to focus on the end user proposition. After all if we couldn’t motivate employees to use it, it’d never be a success. Our insights identified that most people don’t engage in financial planning because they think it’ll be complicated, expensive or demoralising. We had to promote how the app would inspire them to set financial goals and motivate them to achieve them.

Our single-minded proposition of ‘Personalised financial advice for life’s journey’ was transformed into a brand design feature that represented how MyEva would be there to help you plan, track and motivate you through any life stage.

We used calming and warming colours that gave MyEva a premium feel to ensure it felt a ‘valuable’ employer benefit as well as ensuring the advice felt trusted. It also helped strike the right balance between not looking too ‘financial services’ or kiddy. We also developed their brand personality and tone of voice, to ensure the app really was a ‘financial jargon free zone’, not just looking like one!

For employers we promoted the intelligence provided that’d give them a powerful business case for the board, whilst empowering their employees to improve their financial health and wellbeing.

Moreish Results

Since it’s launch the app has been taken up by big name employers like Unilever, John Lewis, NHS and the Foreign and Commonwealth Office.