“The Great Realization showed us that Americans have an overwhelming desire to pursue their dreams, but there are still barriers to where or how to start saving with financial planning,” said Lynn Teo, CMO at Northwestern Mutual, in the release. Once consumers have taken the quiz to reveal their personas, content from Northwestern Mutual will outline best practices for planning next steps.
The partnership used the platform’s data to narrow down eight common personas exuded from users: Sustainable Sightseer, Immersive Experientialist, Trendsetter Bride, Destination Bride, Progressive Parent, New Parents, Restoration Maker and Visionary. “The Great Realization” messaging is intertwined in the tie-up with Pinterest. The effort is tied to the institution's “The Great Realization” campaign, which was launched in 2022 and aims to minimize the intimidating financial aspects associated with pursuing major life goals.
Northwestern Mutual’s latest effort is meant to help the next generation of dreamers become doers.
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