Loading...

FinTech Case Study

Design the layout and imagery for a B2B case study about white-label credit cards.

Marketing Design
February 27, 2023

Project Brief

NerdWallet is a personal finance website that empowers consumers to make informed decisions about their finances by providing them with the right information and tools. The company's credit card recommendation engine is designed to help consumers find the best credit card for their lifestyle, which saves them money and maximizes their rewards. As part of their B2B marketing efforts, NerdWallet is showcasing how its credit card scoring system can benefit large online retailers who are looking to launch their own white-label credit card with Visa or Mastercard.

The marketing team has written a two-page case study to be delivered as a print-layout PDF and a responsive webpage to warm leads who have shown interest in white-label credit cards. The case study should include graphics and imagery to solidify and illustrate the key takeaways. The creative director has suggested that iconography be added to help communicate key ideas as well. The case studies need to follow NerdWallet brand guidelines and fit with the overall look and feel of the NerdWallet website.

NerdWallet Media Kit

Case Study Content:

Introduction

NerdWallet is a personal finance website that helps consumers make informed decisions about their finances. The company's mission is to provide consumers with the information and tools they need to make the best financial decisions for their individual needs. One of the ways that NerdWallet achieves this mission is by helping consumers find the best credit card for their lifestyle.

Background

Credit cards have become an integral part of our financial lives, offering convenience and rewards. However, with so many credit cards available, it can be overwhelming for consumers to determine which one is best for them. NerdWallet makes it easier for consumers to make informed decisions about their credit cards by providing expert analysis and recommendations.

Methodology

NerdWallet's credit card recommendation engine is based on a combination of expert analysis and machine learning algorithms. The algorithms take into account various factors, such as a consumer's spending habits, credit score, and other financial preferences. The company's experts also review and evaluate each credit card to determine its strengths and weaknesses. This combination of expert analysis and technology ensures that NerdWallet's credit card recommendations are both accurate and up-to-date.

Case Study: How NerdWallet Saves Consumers Money

NerdWallet's credit card recommendation engine has helped many consumers save money by finding the best credit card for their lifestyle. For example, consider Sarah, a busy working mother with a family of four. Sarah was using a generic rewards credit card that was not tailored to her specific needs. She was unaware that she could be getting more value from a credit card that offered more rewards for the types of purchases she made most frequently.

After using NerdWallet's credit card recommendation engine, Sarah was able to find a credit card that offered more rewards for grocery purchases, dining out, and travel. This new credit card saved her an average of $500 per year in rewards and discounts.

Conclusion

NerdWallet is an innovative company that is helping consumers make informed financial decisions. By using expert analysis and technology, NerdWallet's credit card recommendation engine is saving consumers money by finding the best credit card for their lifestyle. Online retail businesses looking to offer their customers a white-labeled credit card can benefit from partnering with NerdWallet to provide their customers with a valuable and relevant financial service. By empowering consumers with the information and tools they need to make better financial decisions, NerdWallet is making a positive impact on people's lives and helping them achieve their financial goals.

Trademark Disclaimer: The brands featured on this site are for educational and reference purposes only and are not affiliated with creativebriefs.xyz. Any events, products, brand-names, or marketing strategies are completely fictitious and don't reflect opinions or strategies of the featured brand.

Reference Video

Reference Images

No items found.
Image Disclaimer: The images used on this website may be subject to copyright, and are used under the doctrine of 'Fair Use' for the purpose of education, research, and teaching. We do not claim ownership of these images, and all rights belong to their respective owners.

IMAGE CREDITS
Feature Image: NerdWallet
Reference Images: NerdWallet

Target Audience

NerdWallet B2B Audience
Description:
NerdWallet's business owner audience typically consists of small business owners, entrepreneurs, and independent contractors who are looking for guidance and support in managing their finances. These individuals are typically seeking information on financial products and services that can help them grow their businesses, such as loans, credit cards, and insurance. Additionally, many business owners in NerdWallet's audience are looking for tools and resources that can help them make informed financial decisions, such as calculators, comparison charts, and educational articles.
Age:
35+
Language:
English
Description:
Age:
Language:

Stuff To Create

Below is a list of suggested deliverables that could be created.

1
Print Layout
  • Use US-Letter sized sheets
  • Should include company logo and company name in header or footer
2
Webpage Layout
  • The webpage should be designed to work well on desktop or mobile
3
4
5

helpful bits

🫣
Gain access to helpful tips by creating a free account!
Sign Up Now or Log In!
Case Study Tips

Designing Case Studies isn't rocket science, in-fact is pretty straight forward. The key to a successful case study design is embellishing the written content with visual aides. Case studies are written in a specific manner to setup a problem and show how a company or organization responded to and solved said problem. As a designer of these documents, its important to reflect this structure and add imagery, icons, or other visuals to help strengthen and communicate the content and message.

Case studies can be designed in many formats and should be determined based on delivery and context. These formats include printable documents, slide decks, as well as webpages or even videos.

Typical Website Breakpoints

Well designed websites need to consider many devices and screen widths. In order to show stakeholders what a website will look like on a desktop or laptop, tablet, and mobile device, designers typically use "breakpoints" for each group.

  • Wide Desktop: > 1281px
  • Standard Desktop: 992px - 1280px
  • Tablet: 991px - 768px
  • Mobile Landscape: 767px - 480px
  • Mobile Portrait: < 479px

Stuff To Practice

Each creative brief is crafted to help you refine some crucial abilities and skills of any marketing or brand designer.

Attention To Detail
Attention to detail is a critical aspect of design as it ensures that all content and details from the copy are captured accurately. This not only helps to clearly communicate the intended message, but also builds trust with clients or stakeholders. Neglecting attention to detail can negatively impact the brand's integrity and create a less professional, less effective marketing campaign.
Brand Consistency
Brand consistency refers to maintaining a consistent look, feel, tone, and messaging across all elements of a company's visual and written communication. It helps build recognition, trust, and a professional image with customers and reinforces the company's message, making it easier to stand out in the marketplace.
Iconography
Iconography design is the creation of symbols and graphical elements used to represent ideas, concepts, or objects. As a marketing designer, iconography plays a crucial role in helping to simplify complex information and make it easily understandable, making it an important aspect of creating effective and engaging marketing materials.

Other similar Briefs

Smartphone Ad & Landing Page

Create ad graphics and a landing page for a new smartphone.

Arrow pointing to the right.

Newton's Laws Wine

Design three unique wine labels based on Newton's Laws of Motion.

Arrow pointing to the right.

Sales Resources Page

Create a resources page for a company website where case studies, news, and events can be showcased.

Arrow pointing to the right.

Scaffolding Banners for New Apartments

Design a set of scaffolding banners for an apartment building under construction.

Arrow pointing to the right.

Retro Swimclub Branding

Create a graphic identity for an Austin swim club complete with shuffleboard.

Arrow pointing to the right.

Urban Ad Campaign

Create urban ad graphics for buses, stops, or taxis based on an existing Oatly campaign.

Arrow pointing to the right.
Image Disclaimer: The images used on this website may be subject to copyright, and are used under the doctrine of 'Fair Use' for the purpose of education, research, and teaching. We do not claim ownership of these images, and all rights belong to their respective owners.
Trademark Disclaimer: The brands featured on this site are for educational and reference purposes only and are not affiliated with creativebriefs.xyz. Any events, products, brand-names, or marketing strategies are completely fictitious and don't reflect opinions or strategies of the featured brand.
⚡️
Created by George Little