Using the unwanted surprises of tax season to demonstrate how Betterment works harder.

Betterment

Case Study

Betterment:

Tax-cident.

Using the unwanted surprises of tax season to demonstrate how Betterment works harder.

Tax-cident. Ad Campaign Main Video

🤕Challenge

Create a campaign that would make Betterment’s tax-smart investment features a reason to signup and invest with Betterment.

🧐Insight

Tax season has a way of delivering shocking and expensive surprises you never saw coming. Most of those moments aren’t caused by one big mistake, but by small financial missteps made throughout the year without realizing it.

🥳Solution

We named those moments Tax-cidents. By giving these mistakes a name, we could show how Betterment’s tax-smart features help prevent Tax-cidents from ever happening, so when tax season arrives, there are no unpleasant surprises, just confidence and peace of mind.