The Challenge:

The challenge was to build confidence in the stock market for young adults, many of whom feel intimidated or lack knowledge. The goal was to create a solution that simplifies investing, offers clear guidance, and encourages informed decision-making, empowering young adults to engage confidently with the stock market.

Research:

To understand young adults' experiences with investment learning, a survey was conducted with 25 respondents, primarily aged 18-30. Interestingly, 85% of participants had already invested, highlighting a strong interest in the market.

However, a gap in learning resources emerged. While 30% learned from friends and family, 18.5% hadn't received formal education. This lack of structure was reflected in their challenges: difficulty predicting the market, finding reliable Hebrew resources, and navigating the overwhelming amount of information.

Key insights emerged:

• Demand for Daily Learning: Respondents desired ongoing learning opportunities, suggesting a preference for micro-learning approaches.
  
  
• Comprehensiveness and Reliability: There's a need for information that is both in-depth and trustworthy, potentially in a centralized location.
  
  
• Guiding Users Through Information Overload Online: simple and direct information is crucial - users need help navigating the vast amount of investment information available.

Solution:

Providing a fun and easy way to learn and invest in the stock market:

• A friendly AI advisor (Eddie): Eddie can make investing less intimidating and help users navigate the app's features.
  
  
• A trading simulator: This allows users to practice investing without risking actual money.
  
  

“Client”:
This project aligns strategically with Bank Hapoalim's goal of attracting young investors to the capital market. By creating a user-friendly and educational tool, we can empower young adults with the knowledge and confidence to invest, fostering a trusting and credible relationship between the bank and the bank clients. This, in turn, cultivates a new generation of engaged investors, potentially leading to increased future commissions for Bank Hapoalim.

App Design:

Similar to “Bit” Bank Hapoalim's user-friendly money transfer app, which utilizes a distinct visual language from the bank's core branding to target a wider audience, Treddie also adopts a separate visual identity. This strategic approach caters to young adults unfamiliar with traditional investment interfaces, making Treddie more approachable and inviting.