Meitav’s new app was not just about changing appearances; it required a fundamental transformation in how they interacted with clients digitally. Our mission was to create an app that embodied the new Meitav – user-centric, modern, and empowering.The insights from Meitav’s rebranding process let to a clear strategy for the app: it needed to be a unified platform that simplified financial management for the users, turning it from a daunting chore into an empowering activity.
Our research revealed that users often feel overwhelmed by the complexity
of financial management, leading to what we identified as ‘financial denial syndrome’ -- a reluctance to engage with financial planning due to its
perceived intricacy. The research also indicated a need for a unified platform that could simplify these complexities and provide a seamless financial management experience by providing them with insights and tools to make informed decisions.