Case Studies

NIWA App: JAKALA's approach for Banca Investis between creativity and strategy

3 min read

Published on December 9, 2024

Solutions: Communication & Media Activation

Banking

NIWA App: JAKALA's approach for Banca Investis between creativity and strategy

Banca Investis is an independent Italian banking institution, acting as the parent company of the Banca Investis Group. With a strong and distinct position in the market, its service model primarily targets the High Net Worth Individuals (HNWI) segment, offering high-value advisory services to manage and optimize clients' overall wealth, including financial, movable, real estate, and corporate assets. The Banca Investis Group's operations are structured across six business areas that work in a unified and integrated manner. In this context, Banca Investis introduced NIWA – Next Intelligent Wealth Advisor, a digital solution designed to function as a junior banker. Through NIWA, users can monitor their portfolios in real time with advanced analytical tools, receive personalized advice via an AI-powered chat, and access up-to-date financial news and content.

NIWA is not an Internet banking app, but an interactive platform designed to support both the Banker and the client. It provides a distinctive mode of interaction compared to other players, where information search mimics human communication through text or voice chat, and the displayed content adapts to users' preferences and behaviors, prioritizing the most relevant information for each user. In a constantly evolving financial market, where technological innovation increasingly integrates with the experience and expertise of industry professionals, NIWA represents a new way of interacting and engaging with Banca Investis clients.

For Banca Investis, JAKALA developed an integrated creative and media strategy to support the launch of the new NIWA app, targeting high-net-worth investors

The creative concept highlights NIWA's unique value by showcasing its distinctive features. JAKALA placed potential clients in environments that symbolically represent different aspects of financial markets: complexity, volatility, intricacy, and challenges. In contrast to their surroundings, the target audience is portrayed as calm and composed. The slogan "GO WEALTH" encourages moving towards wealth and well-being with NIWA.

The media strategy combined both online and offline channels, including OOH (Out Of Home) and Programmatic Display, with the goal of raising awareness and positioning the NIWA brand within its target audience. The OOH and Programmatic Display planning was guided by J-Hexagon, a tool that allowed precise targeting based on the demographic distribution of investors in various neighborhoods of Milan and Rome. This innovative approach minimized budget waste by focusing efforts on high-potential areas. Additionally, the integration of digital media and OOH amplified the brand’s visibility, creating an effective synergy across channels. Through this strategy, JAKALA optimized resources and maximized campaign impact, effectively reaching the target audience.

01

Increase in brand awareness

The integration of digital media and OOH enhances the effectiveness of communication, creating synergy across various channels. This approach enabled JAKALA to maximize the campaign’s impact, successfully reaching the target audience.
02

Resource optimization

By utilizing J-Hexagon, JAKALA is able to minimize budget waste by focusing efforts on high-potential areas, ensuring more effective and targeted communication.

“NIWA is a groundbreaking app. In Japanese, NIWA means garden, and our app serves as a modern digital space where client relationships can thrive. It offers the ability to engage in conversations, ask questions and receive immediate answers, while staying informed with updates and insights tailored to the client’s interests. Over the past six months, we have focused on this ambitious project, positioning ourselves as the first in the industry to realize the interaction between Artificial Intelligence and clients in the financial sector. We are also working to further enhance the app’s content and experiences with topics that will make it even more comprehensive, personalized, and exclusive”.

Luca Giacobbe, Chief Operation Officer of Banca Investis Group